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RESEARCH COLLECTION

Real Estate Research Reports and Market Insights

Recent institutional research and market insights for the real estate sector.

Risk Reward Update: Centuria Office REIT | Asia Pacific2026-07-31 · Morgan Stanley · COF.AXHousing/Real Estate Industry Data: July 2026 Release2026-07-31 · Morgan Stanley · 3003.T,3231.T,3289.T,8801.T,8802.T,8804.T,8830.T,8803.T,3479.T,4681.T,1925.T,3288.T,3291.T,8919.T,4206.T,1878.T,1911.T,1928.T,2337.THong Kong Property: HK Carried Interest Tax Reform: A Catalyst for Office & Home Demands2026-07-31 · CitiForvia (FRVIA.PA): Lack of share price support despite very solid 1H26 is hard to reconcile - Reiterate Buy2026-07-31 · Citi · FRVIA.PAPowerful Growth Algorithm Unlocks Earnings Potential; Reiterate OW2026-07-31 · Morgan Stanley · ARXS.OADT Security Corp: Reiterating Underweight Recommendation Following 2Q26 Results; Sell the ADT IL 5.875s of ‘33; Short Risk 5-Year CDS2026-07-31 · JPMorganHayward Holdings (HAYW): First Take: 2Q26 Beat, FY2026 guidance reiterated2026-07-29 · Goldman SachsKeyence (6861.T): 1Q above expectations; strong profit generation continues. Focus shifts to capital deployment policy. Buy reiterated2026-07-29 · Goldman Sachs