United States Real Estate Report

Providing expert analysis, independent forecasts and competitive intelligence on the real estate industry.

Report includes: BMI Industry View, Industry SWOT Analysis, Industry Forecasts, BMI's Real Estate Risk Reward Index, Economic Forecasts, Company Profiles and Global, Regional and Country Industry Overviews.

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United States Real Estate Report
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BMI View: A budding business environment, low inflationary policy and loose borrowing conditions contribute to a positive outlook on US commercial real estate. Recent financial troubles in China, resulting in a stock market sell-off, influenced uneasy consumer confidence and stagnant job creation over the last quarters of 2015, which look to cause slight headwinds to the sector. Although overall, good financial availability and growing demand should b uoyant rental rates in the long term.

The US economy currently sits in good health and by many measures looks in the best shape since the great recession, this is primarily supported by lower oil prices stable labour market and growing business sentiment. Although, recent devaluation in the Chinese stock market, resulting in a significant slowdown in growth for the Asian economy, and appreciation in the dollar will cause slight headwinds for the broader US nation, and subsequently influence the performance of commercial real estate. However, the good underlying fundamentals look to buffer the nation from external pressures, and we forecast real GDP to be subdued at 2.5% over 2015, while 2016 will see this rate rise marginally to 2.6% owing to further foreign interest into securing 'safe haven' investments in the wake of global economic troubles.

The recent appreciation in the greenback weighs heavy on export-orientated services. There are raised concerns among industry players regarding manufacturing production due to weaker exports, although this should result in good demand for warehouse space as companies look for larger storage facilities. The current limited supply and growing demand for contemporary industrial units, such as logistics parks, will keep the sub-sector growth robust and possibly see marginal rental cost rise by early 2016, despite a slight slowdown in economic growth that has been witnessed over 2015.

Looking towards the office industry, we opine that this sub-sector will prove to remain an appealing option for potential investors over the next few years. We can accredit this good outlook to the growing demand from domestic and international corporates to operate within premium grade office units, which at the moment is in fairly limited supply across the cities we cover. There are projects in the pipeline, with some expecting to reach the market over 2016, especially in prime locations within New York City and Los Angeles on the back of a healthy job market and lower unemployment. Conclusively, the current momentum in demand should result in upward rental trend.

Concerning retail establishments, consumers in the US are currently more cautious with spending on goods, as a result of the uncertain economic period brought on by headwinds from the Chinese economy slowdown. This has seen retail sales stagnate, with consumers focusing more on 'eating out' and substantial purchases including 'cars', which will see demand dwindle for high-street retail units and therefore subdue rental rates. We expect this to be a common theme within Chicago, Los Angeles and Philadelphia, while Dallas will see contracting rentals owing to take up of class B and C properties, instead of class A; New York City however will witness upward trend as a result for growing demand for premium grade premises in prime locations.

Regarding the commercial real estate industry as a whole, it is important to consider the vulnerabilities from within the economy, such as dwindling consumer confidence and a rising higher-yield bonds market indicative of struggling financial periods, as well as external pressures from potentially further contractions in the global economy. Although, the underlying strength in the US economy should absorb the majority of potential issues, that would look to impact the commercial real estate market over the coming years.

BMI Industry View
Table: Headline Power Forecasts (United States 2015-2021)
Industry Forecast
United States Snapshot
Table: Country Snapshot: Economic and Demographic Data (United States 2015-2019)
Table: Country Snapshot: Economic and Demographic Data (United States 2020-2025)
Table: Country Snapshot: Power Sector
United States Power Forecast Scenario
Table: US Nuclear Reactors - Planned Retirements And Additions
Table: Total Electricity Generation Data And Forecasts (United States 2014-2019)
Table: Total Electricity Generation Data And Forecasts (United States 2020-2025)
Table: Electricity Generating Capacity Data And Forecasts (United States 2014-2019)
Table: Electricity Generating Capacity Data And Forecasts (United States 2020-2025)
Electricity Consumption
Table: Total Electricity Consumption Data And Forecasts (United States 2014-2019)
Table: Total Electricity Consumption Data And Forecasts (United States 2020-2025)
Transmission & Distribution
Table: Canada-US Power Transmission Lines Under Development
Table: Electric Power T&D Losses Data And Forecasts (United States 2014-2019)
Table: Electric Power T&D Losses Data And Forecasts (United States 2020-2025)
Table: Trade Data And Forecasts (United States 2014-2019)
Table: Trade Data And Forecasts (United States 2020-2025)
Industry Risk Reward Ratings
NAWE Power RRI: US Outperforms Tepid European Power Markets
United States Power Risk/Reward Ratings
Market Overview
Key Policies And Market Structure
Regulation And Competition
Sustainable Energy Policies
Table: EPA's Clean Power Plan - Winners And Losers
United States Power Projects Database
Competitive Landscape
Table: Pending And Completed Acquisition Deals
Pacific Gas And Electric Company (PG&E)
Southern California Edison (SCE)
NextEra Energy (FPL And NextEra Energy Resources)
Southern Co
American Electric Power
Xcel Energy
Duke Energy Corporation
Company Profile
Duke Energy
Table: Duke Energy - Key 2015 Adjusted Earnings Guidance Assumptions (USDmn)
Latest Developments
Regional Overview
NAWE Power Key Themes
Table: Glossary Of Terms
Methodology And Sources
Industry Forecast Methodology
Risk/Reward Index Methodology
Table: Power Risk/Reward Index Indicators
Table: Weighting Of Indicators

The United States Real Estate Report features BMI Research's market assessment and independent forecasts of major construction projects in the residential and commercial markets, plus rental prices and yields in major cities. The report critically analyses the prospects for real estate within the broader economic and financial context - both domestic and global - via our econometrically-modelled and clearly explained banking and economic forecasts and follows this through to evaluate the implications for REITs.

BMI's United States Real Estate Report provides industry professionals and strategists, sector analysts, business investors, trade associations and regulatory bodies with independent forecasts and competitive intelligence on the real estate industry in United States.

Key Benefits

  • Benchmark BMI's independent real estate industry forecasts for United States to test other views - a key input for successful budgeting and strategic business planning in the American real estate market.
  • Target business opportunities and risks in United States through our reviews of latest industry trends, regulatory changes and major deals, projects and investments.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our company profiles (inc. SWOTs, KPIs and latest activity).


BMI Industry View

Summary of BMI’s key industry forecasts, views and trend analysis covering real estate and construction, regulatory changes, major investments and projects and significant national and multinational company developments.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the real estate sector and within the broader political, financial, economic and business environment.

Industry Forecasts Outlook

Historic data series (2010-2013) and forecasts to end-2019 for the domestic real estate industry and for the local and global finance industry.

Indicators Include:

  • Real Estate: Office, retail and industrial real estate yields for all major cities (%); short term forecasts on minimum and maximum real estate rental prices by sub-sector (USD per square metre and local currency per square metre).
  • Construction: Industry value (USDbn); contribution to GDP (%); employment (‘000); real growth (%).
  • economy: Economic growth (%); nominal GDP (USDbn); unemployment (%); interest rates (%); exchange rate (against USD).

BMI’s Real Estate Risk Reward Index

BMI’s Risk Reward Indices provide investors (real estate vendors, construction companies and financial investors) looking for opportunities in the region with a clear country comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and demographic data points to provide an indices of highest to lowest appeal to investors, with each position explained.

Market Overview

Overview of the real estate sector, including analysis of existing/planned real estate developments and emerging industry trends in the office, industrial and commercial sectors

Market Analysis

Features detailed city-level data and analysis on rental prices, yields, contract terms and real estate availability with separate chapters covering the office, retail and industrial sub-sectors.

Company Profiles*

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI’s industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

*Company profiles are not available for every country. Those reports instead contain information on the current activities of prominent companies operating in the market.