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普华永道×城市土地学会:2026年美国及加拿大房地产行业新兴趋势报告(中译版)(138页).pdf

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1、Emerging Trends in Real Estate2026 United States|Canada2026 United States|CanadaEmerging Trends in Real EstateEmerging Trends in Real Estate 20262Table of ContentsContents03 Introduction 03 Notice to Readers04 Editorial Leadership Team05 PwC Advisers and Contributing Researchers06 Chapter 1:Navigati

2、ng the Fog11 Trend 1.Half Full or Half Empty?Capital Markets in the Fog15 Trend 2.Niche to Essential Real Estate18 Trend 3.Back to Basics:Where Analytics Meet Operations21 Trend 4.Demographics Will Define Demand22 Spotlight:Demographics,Immigration,and Migration Behind Demand25 Trend 5.AI Moves into

3、 Real Estate28 Spotlight:Demographics,Immigration and Migration Behind Demand(continued)32 Spotlight:Proptechs Impact on Real Estate Innovation and Transformation33 Spotlight:From Proptech to PropOS35 Chapter 2:Property Type Outlook39 Trend 1.Senior Housing:A New Driving Force43 Trend 2.Student Hous

4、ing:Growth to New Pressures46 Trend 3.Data Centers:The Grid CalledIts on Backorder50 Trend 4.Office:Repricing and Restructuring 55 Trend 5.Self-Storage:A Niche Expansion Emerges57 Multifamily Housing61 Industrial65 Single-Family Housing68 Retail71 Hospitality76 Medical Office80 Life Sciences83 Chapt

5、er 3:Markets to Watch89 1.Dallas/Ft.Worth90 2.Jersey City91 3.Miami92 4.Brooklyn93 5.Houston94 Chicago95 Pittsburgh96 Denver97 San Francisco98 Boise99 Chapter 4:Emerging Trends in Canadian Real Estate102 A New Era for Canadian Real Estate:Reinvention Key to Driving Future Growth108 A New Playbook fo

6、r Dealmaking112 Changing Markets:The Decisive Shift Toward Rental116 Markets to Watch125 Property Type Outlook131 Best Bets for 2026133 Interviewees 137 Sponsoring OrganizationsEmerging Trends in Real Estate 20263IntroductionNotice to readersEmerging Trends in Real Estateis a trends and forecast pub

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1. **市场不确定性**:2026年美国房地产面临"迷雾",经济政策(关税、移民限制)和通胀导致需求与价值波动,55%受访者预计企业盈利良好,但低于去年65%。 2. **资本分化**:交易量同比增16%,但资本预期两极——乐观者(利率下行)看好流动性,悲观者(利率高企)认为交易将受限。 3. **小众转核心**:数据中心、养老住房、医疗办公等原小众领域成投资重点,数据中心获最高评级,自储设施成第五大核心类型。 4. **人口驱动需求**:移民政策收紧致劳动力增长放缓,潜在GDP增速降至1.6%(2045年),国内迁移因气候与医疗政策转向"雪带"。 5. **AI落地**:生成式AI应用于运营(如租赁服务),减少初级岗位需求,但更多企业处于探索阶段,尚未大规模替代人力。
房产未来如何? 数据中心为何火? AI如何改变地产?
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