Real estate
Q3 2024 Commercial real estate outlook: All dressed up
Fundamentals have been impressively resilient in the face of higher rates and new supply, but financing costs are driving a wedge between buyers and sellers.
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Podcast
FireSide: Q3 Research roundup—Navigating market optimism
Our experts dive into their outlooks for macro and markets in the third quarter.
![](https://fsinvestments.com/wp-content/uploads/2023/05/FS_3_22_Podcast-2-382-Lara_revised.png?w=250&h=150&crop=1)
Chart of the week
As CRE supply pressures ease, is optimism ahead?
New commercial real estate deliveries are set to plunge in 2025 and beyond, setting the stage for a improved sentiment in the near term.
![Column chart showing net new commercial real estate deliveries by year, stacked by property type (multifamily, industrial, retail and office). New supply is forecasted to peak in 2024 after which CRE supply plunges in 2025 to the lowest level of the past decade, driven by waning multifamily and industrial deliveries.](https://fsinvestments.com/wp-content/uploads/2024/06/COTW_2024-06-28_thumbnail-247px.jpg?w=250&h=150&crop=1)
Commercial real estate outlook
Q2 2024 Commercial real estate outlook: Attitude adjustment
CRE investor sentiment seems to be perking up, even as high rates continue to challenge the market.
![Commercial real estate building](https://fsinvestments.com/wp-content/uploads/2024/04/FS_Q2-2024_Outlook-Cover_CRE_img_2x_insights_1442x1004.jpg?w=250&h=150&crop=1)
Podcast
FireSide: Q2 2024 Research roundup—Adjusting to the old normal
Our experts dive into their outlooks for macro and markets in the second quarter.
![](https://fsinvestments.com/wp-content/uploads/2024/04/2024-Q1-research-podcast-img_2xInsights_1442x1004.jpg?w=250&h=150&crop=1)
Podcast
FireSide: Market Madness 2024
In celebration of March Madness, the Investment Research team goes head-to-head discussing leading topics set to influence markets this year.
![Zoomed in shot of a basketball net](https://fsinvestments.com/wp-content/uploads/2024/03/MarchMadness2024-img_2xInsights_1442x1004.jpg?w=250&h=150&crop=1)
Chart of the week
CRE investors see an improved market, but prices to lag
Sentiment has improved across the CRE market, as this week’s chart shows. But investors feel better about broad market conditions than asset prices.
![Line chart showing commercial real estate sentiment improving, but with a delta between expectations for broad market conditions and asset prices.](https://fsinvestments.com/wp-content/uploads/2024/03/COTW-2024-03-15_thumbnail-247px.jpg?w=250&h=150&crop=1)
Showing 1–6 insights out of 86 results