The Current Commercial Real Estate Picture

September 19, 2011

The NCREIF Property Index’s (“NPI”) second-quarter return of 3.94% was the sixth straight quarter of positive performance and the second strongest quarter of performance since the downturn beginning in September of 2007. While property income level has slowly risen, fluctuating in the 1.25% to 1.70% range per quarter, appreciation of property values has been the primary catalyst of real estate’s positive return. Spurring the underlying property value appreciation is the transaction volume increase, up 132% year-over-year, coupled with cap rate compression.
year£, coupled with cap rate2 compression.

Given the upward trajectory of real estate values, investors have started to wonder if the recovery has gotten ahead of itself, and which segments of the market offer the best opportunities for future returns. In the following, we assess the current recovery as well as future opportunities.

Download PDF

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Related Content

01.07.2026

2026 Market Preview Webinar

Please join Marquette’s research team for our 2026 Market Preview Webinar analyzing 2025 across the economy and various asset classes…

12.10.2025

Small Caps: Unprofitables Lead, Active Managers Lag, But Can it Last?

At the start of 2025, very few could have predicted the wild ride that awaited equity markets. After a volatile…

10.22.2025

3Q 2025 Market Insights

This video is a recording of a live webinar held October 22 by Marquette’s research team analyzing the third quarter…

10.06.2025

Industrial Real Estate: Smaller is Better?

This week’s chart compares realized and expected Market Revenue per Available Foot (“M-RevPAF”) growth within the industrial real estate space…

10.03.2025

2025 Investment Symposium

Watch the flash talks from Marquette’s 2025 Investment Symposium livestream on September 26 in the player below — use the…

09.02.2025

What’s It All Worth?

In private markets, secondary transactions have increasingly gained attention and acceptance as a viable liquidity option for both general partners…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >