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

CRE prices starting to rebound

https://www.apolloacademy.com/wp-content/uploads/2024/03/031424-Charts_v2.pdf

PropTech Financing Market-1H vs. 2H 2023

https://cdn.hl.com/pdf/2024/2023-proptech-year-in-review.pdf

Household expectations to home price appreciation at 2007 levels

https://www.apolloacademy.com/wp-content/uploads/2024/03/031124-Chart.pdf

Navigating the Dynamic Homebuilding & Remodeling Market

https://ahfa-website-cms.azurewebsites.net/Media/Uploads/PDFs/2024%20Marketing-PR%20Conference/Session%202%20-%20Kent%20Panther.pdf

Water scarcity indicators

https://www.raymondjames.com/-/media/rj/dotcom/files/corporations-and-institutions/investment-banking/industry-insight/water_quarterly.pdf

Property Technology

https://www.canaccordgenuity.com/49139f/globalassets/capital-markets/documents/newsletters/tech/cg-fintech-dashboard-february-2024.pdf

Home sales per real estate agent

https://apolloacademy.com/wp-content/uploads/2024/02/021624-Charts.pdf

Maiyakma

https://digitalassets.lib.berkeley.edu/anthpubs/ucb/text/ucar016-004.pdf

Office occupancy rates moving sideways around 50% across the country

https://apolloacademy.com/wp-content/uploads/2024/01/012924-Chart.pdf

"Smart Water" Market Breakdown

https://s22.q4cdn.com/599610907/files/doc_presentations/2024/January-2024-General-Investor-Presentation.pdf

Homebuyers are getting older

https://apolloacademy.com/wp-content/uploads/2024/01/012024-Chart.pdf

Cyclical diversity across property types will create select opportunities

https://brandassets.principal.com/m/7693501f22e3818e/original/Principal-2024-Real-Estate-Outlook.pdf

Capital markets liquidity dried up, deals are scarce

https://brandassets.principal.com/m/7693501f22e3818e/original/Principal-2024-Real-Estate-Outlook.pdf

Rebound coming in housing inflation

https://apolloacademy.com/wp-content/uploads/2023/12/Dec282023-Charts.pdf

SFM: Trying to return to normal after a decade of underproduction

https://cdn.nar.realtor/sites/default/files/documents/2023-12-economic-and-real-estate-outlook-lawrence-yun-presentation-slides-12-12-2023.pdf

.And Sector Differences Are Wider Than the GFC

https://cdn.pficdn.com/cms1/pgim-real-estate/sites/default/files/2024_Americas_Real_Estate_Outlook.pdf

U.S. office inventory

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

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