Three years ago—when the Fed began raising interest rates to help stem high inflation—a valuation gap emerged between public and private real estate as evidenced by the implied cap rate from Nareit’s ...

U.S. commercial real estate cap rates edged lower in the first half of 2025, suggesting that yields may have peaked after two years of steady expansion, according to CBRE's latest Cap Rate Survey. The ...

With cap rates likely to contribute little to real estate value growth, investors need to turn attention to income to drive returns. With the global GDP growth expected to be lower in the coming years ...

The Federal Reserve has begun cutting rates. Borrowing costs should be falling. Commercial real estate should be breathing a sigh of relief. Yet the sector remains locked in a frustrating stalemate, ...

The Morningstar US Real Estate Index was up just 5% over the trailing 12 months, well below the 24% gain seen by the broader US equity market. However, the real estate sector significantly ...