Insights

House View H1 2026

We explore how the current environment may offer investors an improved basis, whether through existing portfolios or new allocations.

In Conversation: From Past Cycles to Present Opportunities

We examine lessons from past real estate cycles that apply to today’s investment environment.

Tracking Progress in the New Real Estate Cycle

ARA revisits the early signals identified in 2024, assessing how markets have evolved and what they signal for the next phase.

Mid-Quarter Economic Pulse: Q4 2025

ARA Research analyzes economic indicators midway through the third quarter of 2025.

In Conversation: Real Estate Entry Points

We discuss entry points into new real estate markets and specialty sectors.

Following the Growth in Skilled Labor

ARA Research looks at growth in skilled labor and the potential impact on real estate investment.

Mid-Quarter Economic Pulse: Q3 2025

ARA Research analyzes economic indicators midway through the third quarter of 2025.

In Conversation: Real Estate Resiliency vs. Momentum

We discuss differentiating market resiliency from market momentum.