China: Home prices falling

https://www.apolloacademy.com/wp-content/uploads/2024/10/110424-Chart.pdf

The maturity wall is front-loaded for CRE, back-loaded for HY and loans, and flat for IG

https://www.apolloacademy.com/wp-content/uploads/2024/10/10-31-chart.pdf

Where are we now: by Sector

https://content.fresnocountyretirement.org/wp-content/uploads/2024/09/2024100203-9F-RealEstateReview-1Presentation.pdf

85% of the land in Nevada is federally owned. In California it is 46%, and in New York it is 0%.

https://www.apolloacademy.com/wp-content/uploads/2024/03/100724_Chart2.pdf

Executive Summary-1H 2024 PropTech Market Update

https://cdn.hl.com/pdf/2024/proptech-market-update-1h-september-2024.pdf

Better values in attractive property types

https://cdn.mysfers.org/uploads/2024/10/100924-04-Real-Estate-Market-Outlook-IC-Presentation-_vF.pdf

Societal & Technological Trends | Impact on Real Estate Sectors

https://welltower.com/wp-content/uploads/2024/10/Mizuho-Conference-2024-WELL-Business-Update.pdf

Rebound coming in housing inflation

https://www.apolloacademy.com/wp-content/uploads/2024/09/092124-HousingChart.pdf

Strong Annual Home Price Appreciation Prevails Across The U.S.

https://www.spglobal.com/_assets/documents/ratings/research/101604513.pdf

Housing recovery continues, driven by:

https://www.apolloacademy.com/wp-content/uploads/2024/09/USHousingOutlook_091024.pdf

The percentage of homes with air conditioning

https://www.apolloacademy.com/wp-content/uploads/2024/09/090924_Chart.pdf

1H 2024 PropTech Market Update

https://cdn.hl.com/pdf/2024/proptech-market-update-1h-24.pdf

 

Affordable Housing Opportunity Set

http://data.treasury.ri.gov/dataset/f21eae7a-570a-4f00-ab16-61cc3d55191d/resource/a975ac63-691b-4ea7-8899-adc7addbbe2b/download/1B---Belveron-Partners-Fund-VII---Investor-Presentation-for-ERSRI-vFINAL.pdf

Single-family rentals are 55% more affordable than mortgage payments

https://bluerock.com/wp-content/uploads/2024/08/Bluerock-2024-Mid-Year-Economic-and-Markets-Outlook.pdf

CMBS loan delinquency for office

https://www.apolloacademy.com/wp-content/uploads/2024/08/081624_Chart.pdf

US: Share of fixed-rate mortgages

https://www.apolloacademy.com/wp-content/uploads/2024/08/080924-Chart.pdf

PropTech Market Overview

https://hydeparkcapital.com/wp-content/uploads/2024/08/HPC-PropTech-Outlook-Summer-2024.pdf

New Privately-Owned Houses Sold and For Sale

https://www.census.gov/construction/nrs/pdf/newressales.pdf

Private markets have been slower to reprice relative to public markets as reflected in cap rates.

https://cdn.mysfers.org/uploads/2024/07/071024-11-SFERS-Real-Assets-Update-Presentation-2024-Packet_vF.pdf

37% of the population has a home worth more than $500,000

https://www.apolloacademy.com/wp-content/uploads/2024/07/071924-Charts.pdf

North American Real Estate Outlook

https://cdn.mysfers.org/uploads/2024/07/071024-11-SFERS-Real-Assets-Update-Presentation-2024-Packet_vF.pdf

Home price-to-income ratio four times higher in Shanghai than in New York

https://www.apolloacademy.com/wp-content/uploads/2024/07/ChinaOutlook071624.pdf

Average interest rate at origination for outstanding mortgages is around 4%

https://www.apolloacademy.com/wp-content/uploads/2024/07/071424-Chart.pdf

The homeownership rate has increased significantly faster for younger households

https://www.apolloacademy.com/wp-content/uploads/2024/07/071024-Chart.pdf

Mid-Year Housing Outlook: Two Steps Forward, One Step Back

https://metrixmasterminds.com/wp-content/uploads/2024/06/US-Economics-Analyst_-Mid-Year-Housing-Outlook_-Two-Steps-Forward-One-Step-Back-Walker.pdf

Households extremely bullish on future home price appreciation

https://www.apolloacademy.com/wp-content/uploads/2024/06/062924-Chart.pdf

Share of real assets fundraising by type

https://www.apolloacademy.com/wp-content/uploads/2024/06/RealAssetsOutlook062424_v2.pdf

Key U.S. Construction Trends

https://cdn.hl.com/pdf/2024/ig-security-and-safety-solutions-market-update-q1-2024.pdf

Real estate performance - Recent history

https://www.verusinvestments.com/wp-content/uploads/2024/06/2024-Real-Assets-Outlook.pdf

11 Use Cases of ChatGPT in Real Estate

https://libertytitleinc.com/wp-content/uploads/2024/06/Chat-GPT-for-Real-Estate-Agents-The-Future-of-Real-Estate-Sales-1.pdf

Land and govt services are the biggest roadblocks to more supply

https://www.nhhfa.org/wp-content/uploads/2024/06/2024-Multifamily-Housing-Conference-Ali-Wolf-Presentation.pdf

Societal & Technological Trends | Impact on Real Estate Sectors

https://welltower.com/wp-content/uploads/2024/06/June-2024-NAREIT-Business-Update.pdf

The CRE maturity wall is very steep

https://www.apolloacademy.com/wp-content/uploads/2024/06/060824-Chart.pdf

U.S. Senior Housing Multiyear Growth Opportunity Driven By Record Demand & Decelerating New Supply

https://ir.ventasreit.com/files/doc_presentations/2024/06/2024_Nareit_REITweek_Investor_Presentation.pdf

Private real estate focuses on a narrower investment universe

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/institutional/insights/portfolio-insights/siag-wp-real-estate.pdf

Technology Adoption in the Real Estate Industry

https://www.pwc.es/es/real-estate/assets/tendencias-sector-tecnologia-inmobiliaria-espana.pdf

A housing recovery has started driven by:

https://www.apolloacademy.com/wp-content/uploads/2024/05/OutlookForUSHousing-052524_v2.pdf

US Real Estate Indicators

https://media.licdn.com/dms/document/media/D4E1FAQEG3d4GIU3JjA/feedshare-document-pdf-analyzed/0/1715370475141?e=1717027200&v=beta&t=zROmpetSpsCNzcDPz7ut0GO8VG2CDKo3JURwST0ZlY4

Spike In Mortgage Rates Has Made It Very Expensive for Homeowners to Move

https://media.licdn.com/dms/document/media/D4E1FAQFaGdoeUEf8-g/feedshare-document-pdf-analyzed/0/1715881619736?e=1717027200&v=beta&t=8b0qtqt2Gz9UTWt6D2bRkWmH-AXwTJSKXw08ZpRMI6E

Manhattan median rent increased to $4220 in April 2024

https://www.apolloacademy.com/wp-content/uploads/2024/05/052124-Charts_v2.pdf

About half of all mortgages outstanding have an interest rate below 4%

https://www.apolloacademy.com/wp-content/uploads/2024/05/051324-Chart.pdf

Housing tenure distribution

https://www.apolloacademy.com/wp-content/uploads/2024/05/051724-Chart.pdf

Delinquencies By Property Type And Severity

https://www.spglobal.com/_assets/documents/ratings/research/101597420.pdf

Innovation Geographies 2024

https://www.jll.co.uk/content/dam/jll-com/documents/pdf/research/global/jll-innovation-geographies.pdf

Sustainable buildings: Stakeholders and archetypes

https://www.strategyand.pwc.com/n1/en/media/pdf/sustainable-buildings-v2.pdf

A record-high one out of three homes for sale is a new home

https://www.apolloacademy.com/wp-content/uploads/2024/04/040524-Chart.pdf

US homes are getting smaller

https://www.apolloacademy.com/wp-content/uploads/2024/04/040324-Chart.pdf

Growth of Imagery and Geospatial Intelligence

https://cdn.hl.com/pdf/2024/houlihan-lokey-april-24-property-insurtech-update.pdf

Real Estate Investment Model

https://www.strsoh.org/_pdfs/board/meeting_materials/2024/March/annual-investment-seminar.pdf

Single-Family Housing Starts

https://www.nar.realtor/sites/default/files/documents/2024-03-07-nar-real-estate-forecast-summit-lawrence-yun-presentation-slides-03-07-2024.pdf