Research

Respondents to the Capital One survey indicated that rent control and continued legislative pushes around affordable housing would significantly alter their investment strategies.

Strong rent growth in the industrial sector resulting from limited land supply and a population influx remains a theme, along with a healthy dose of new office construction on the horizon to nudge vacancy back up.

"We also see pop-up stores becoming a more permanent fixture in retailers' and landlords' strategies to meet shoppers' expectations for new and exciting products."

Despite only a slight uptick in online shopping, 38.1 percent of consumers still plan to buy from Amazon.

Life companies, alternative lenders and CMBS sources increased activity in the third quarter.

A recession is among the top concerns for apartment investors this year, but interest rate cuts may have pushed the downturn back.

Investors busy making net lease investments range from strictly passive and "hands-off" investors to highly sophisticated privately and publicly held real estate operators who see the asset type as consistent in generating levered and un-levered yields.

Overall, the outlook captured in the Real Estate Roundtable's 2019 Q4 Economic Sentiment Index was bright.