Residential investment as a share of GDP is very low

https://apolloacademy.com/wp-content/uploads/2023/11/111623-Chart.pdf

SB 9 does not seem to be stimulating infill as intended

https://cayimby.org/wp-content/uploads/2023/09/2023-Housing_Underproduction-compressed.pdf

Monthly mortgage payment on a new mortgage has basically doubled since 2021

https://apolloacademy.com/wp-content/uploads/2023/10/USHousingOutlookOctober2023.pdf

U.S. Construction Value Put in Place (2022)

https://s27.q4cdn.com/467206001/files/doc_presentation/2023/Procore-2023-Investor-Day-Deck.pdf

Relatedly, ~50% of consumers work remotely at least 1x weekly

https://www.lek.com/sites/default/files/PDFs/bleisure-hybrid-workspace.pdf

Housing Market & Equity Trends

https://www.blackknightinc.com/wp-content/uploads/2023/09/BKI_MM_SEP2023_Report.pdf

U.S. real estate dynamics

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-alternatives/mi-guide-to-alternatives.pdf

Share of CRE lending attributed to local and regional banks by property sector

https://spark.jllt.com/wp-content/uploads/2023/05/JLL-Spark-state-of-CRE.pdf

Investors accounting for 16% of all home purchases

https://apolloacademy.com/wp-content/uploads/2023/09/US_HousingOutlookSeptember2023.pdf

5-year forward population growth (2022-2027 p.a.)

https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=ddb4fedf-ee45-4ef2-8975-5f306fb149b7

Key Takeaways - Real Estate

https://mysfers.org/wp-content/uploads/2023/08/081723-12-2023-SFERS-RA-Annual-Board-Presentation.pdf

Real Estate: Sub-Strategy Performance

https://mysfers.org/wp-content/uploads/2023/08/081723-12-2023-SFERS-RA-Annual-Board-Presentation.pdf

Cost of Building Materials Skyrockets in 2022

https://www.chubb.com/content/dam/aem-chubb-global/amc/pdf/market-trends-2023-coi-presentation-013123-accessible.pdf

US Housing Outlook: Housing recovery making inflation more sticky

https://apolloacademy.com/wp-content/uploads/2023/07/HousingOutlookJuly2023.pdf

Executive Summary-1H 2023 PropTech Market Update

http://cdn.hl.com/pdf/2023/proptech-market-update-1h-2023.pdf

What is the role of digital and other innovative technologies in the construction landscape?

https://assets.kpmg.com/content/dam/kpmg/xx/pdf/2023/06/familiar-challenges-new-solutions.pdf

diversified mix of REITs sectors available

https://www.dpimc.com/assets/files/g7/inflation-rising-rates-recession-oh-my-reits-as-a-road-to-outperformance---final.pdf

locate all subsurface assets in the scan area

https://www.enr.com/ext/resources/events/futuretech/presentations/GOING-DEEPER-WITH-ADVANCED-UNDERGROUND-MAPPING.pdf

Generative AI is well suited to several applications in the construction process but not well suited for others

https://www.enr.com/ext/resources/events/futuretech/presentations/DARK-DATA_WHAT-YOU-DONT-KNOW-CAN-HURT-YOU.pdf

Migration to Wildfire-Prone Areas

https://www.casact.org/sites/default/files/2023-06/23_Spring_GS-1-2.pdf

The shock to the cost of debt has been profound

https://fsinvestments.com/wp-content/uploads/2023/05/CRE_Anatomy-of-a-correction_FINAL_20230504.pdf

Median home sales price now $442K

https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/USHousingOutlookSlok-42b2b8b6-3ee7-4385-a391-b35749e97cd1.pdf

Cash-Out and No Cash-Out Refi Outlook

https://www.aei.org/wp-content/uploads/2023/05/HMI-Briefing-Presentation-5.2.23-FINAL-v6.pdf?x91208

And buying a home is expensive

https://stanlib.com/wp-content/uploads/2023/05/Guide-to-the-Markets-JPMAM-Apr23-final.pdf

PropTech Market Activity Reflects Growth Capital Investment Decline Over the Past Three Quarters

http://cdn.hl.com/pdf/2023/proptech-q1-2023.pdf

Home Price Appreciation by Price Tier

https://www.aei.org/wp-content/uploads/2023/05/HMI-Briefing-Presentation-5.2.23-FINAL-v6.pdf?x91208

Active listings still at very low levels, very low inventory

https://apolloacademy.com/wp-content/uploads/2023/04/US_Housing_Outlook_Slok_APR30.pdf

Senior Housing Market: Supportive Supply & Demand

http://data.treasury.ri.gov/dataset/c500447f-3745-434f-915f-c134f31ec558/resource/970b7c91-5783-493c-8cb4-7d9a924caa69/download/1B---Ventas-Fund-Marketing-Presentation-Q1-2023-3.22.23-for-Rhode-Island-SIC.pdf

Approx.98,000 properties listed for residential short-term rentals

https://www.calcities.org/docs/default-source/city-leaders-summit-session-materials/navigating-the-housing-challenges-associated-with-short-term-rentals.pdf?sfvrsn=8e40ac1f_3

Implementation Plan for Private Real Estate Portfolio

https://www.kcera.org/files/c2e267349/23-02-08+BOR+Agenda.pdf

Tailwinds propel life science sector forward over the long term

https://documents.nuveen.com/documents/global/default.aspx?uniqueid=f72ea1e4-606e-4bc5-9ad0-467c12b44dab

 

Housing market is showing signs of softness amid sharp rise in interest rates

https://www.bain.com/globalassets/noindex/2023/bain_recession_outlook_february_2023.pdf

Metro Areas With the Most Million-Dollar Cities

https://zillow.mediaroom.com/2023-03-13-The-U-S-has-lost-58-million-dollar-cities-since-the-markets-peak-in-July

PropTech 2022-Strong Activity Despite Headwinds

http://cdn.hl.com/pdf/2023/houlihan-lokey-proptech-2022-year-in-review.pdf

Prospects for Major Commercial Property Types, 2019-2023

https://knowledge.uli.org/-/media/files/emerging-trends/2023/emerging-trends_uscanada-2023.pdf

Off-Market Sourcing

https://sers.pa.gov/pdf/Investments/Investment%20Materials/09-22-2022-Oak%20Street%20Real%20Estate%20Capital%20Fund-Presentation.pdf

Relative Expected Risk Return Profile

 

https://sers.pa.gov/pdf/Investments/2022-Q2-RealEstate%20Performance-Update.pdf

National Median Home Price

https://cdn.nar.realtor/sites/default/files/documents/2022-12-01-market-update-and-outlook-lawrence-yun-presentation-slides-2022-realtor-party-training-conference-12-05-2022.pdf

Average Mortgage Payment as % Median Household Income

https://www.advisorperspectives.com/pdfs/2022/12-6-2022%20DoubleLine%20Total%20Return%20Webcast%20-%20Slides.pdf

Home Price Crashing Coming?

https://cdn.nar.realtor/sites/default/files/documents/2022-12-13-nar-real-estate-forecast-summit-the-year-ahead-lawrence-yun-presentation-slides-12-13-2022.pdf

Private Real Estate returns slow

https://www.lasalle.com/wp-content/uploads/2022/12/ncreif_report_2q2022.pdf

Core Target Considerations

https://www.lacera.com/sites/default/files/assets/documents/board/2022/BOI/2022-12-14_real_assets_agnd.pdf

San Francisco office vacancy rates continue to climb

https://www.jetro.go.jp/ext_images/biz/seminar/2022/407e70dc6909d6a9/1207Webinar_en.pdf

The region's tech employers are experiencing slow revenue growth

https://www.jetro.go.jp/ext_images/biz/seminar/2022/407e70dc6909d6a9/1207Webinar_en.pdf

Housing Affordability

https://www.advisorperspectives.com/pdfs/2022/12-6-2022%20DoubleLine%20Total%20Return%20Webcast%20-%20Slides.pdf

Buying at distressed levels and making strategic "value-add" entitlements bolsters opportunity

https://irp-cdn.multiscreensite.com/966daf03/files/uploaded/RockspringFund_Info_Investor%20Presentation.pdf

Typical Appreciation of Land

https://irp-cdn.multiscreensite.com/966daf03/files/uploaded/RockspringFund_Info_Investor%20Presentation.pdf

Digitization Index and Market Growth

https://www.builddata.se/wp-content/uploads/2022/10/Redeye-141022.pdf

Real estate: where is the capital heading?

https://www.frontieradvisors.com.au/wp-content/uploads/2022/10/Market-Insights-RAT-quarterly-Q3-2022-Fundraising.pdf

Drought and fires

https://www.blackrock.com/us/individual/literature/presentation/uneven-impact.pdf