Topics
Capital Markets and Finance
The 2026 Emerging Trends in Real Estate® Asia Pacific report, published jointly by ULI and PwC found a mood of cautious optimism among real estate professionals; however, respondents described considerable disparities in markets and sectors across the region. Tokyo was ranked as the top city for investment in the Emerging Trends survey, top of the table for the third consecutive year, followed by Singapore, Sydney, Osaka, and Seoul.
While the full impact of the pandemic has yet to be realized, commercial real estate faces new uncertainties, including questions about the AI boom’s longevity, the spending strength of the U.S. consumer, and debt sustainability. In response to increased competition for quality deals, commercial real estate firms are restructuring their operations, using diverse data sources, accessing new capital, and forming new partnerships.
Economic forecasters gathered on Thursday, November 6, at the ULI Fall Meeting at the Moscone Convention Center in San Francisco to analyze the current landscape and future expectations for the economy. The ULI Real Estate Economic Forecast, a semiannual survey of leading industry experts, served as the backdrop for discussions about how 33 key economic and real estate indicators are projected to move by the end of 2025, 2026, and 2027.
Design & Planning
Guy Kawasaki—chief evangelist at Canva, former chief evangelist for Apple, and bestselling author—summed up insights gleaned from his years in tech and as host of the Remarkable People podcast, interviewing such luminaries as Margaret Atwood, Tony Fauci, Jane Goodall, and Steve Wozniak.
For decades, civic leaders have tried to revitalize Market Street, San Francisco’s central thoroughfare, only to see their efforts founder. “I sometimes call it the great white whale of San Francisco,” says Eric Tao, managing partner at L37 Development in San Francisco and co-chair of ULI San Francisco. “Every new mayor, every new planning director, every new economic development director has chased that white whale.” This year, however, an international competition of ideas hosted and run by ULI San Francisco, with support from the ULI Foundation, generated fresh momentum for reimagining the boulevard. The competition drew 173 submissions from nine countries and sparked new conversations about the future of downtown San Francisco.
Visionary placemaking leader Carol Coletta, recognized for her transformative impact on urban environments, to receive the ULI Prize for Visionaries in Urban Development.
Development and Construction
A new report by the construction scheduling platform Planera shows which U.S. states are adding the most new housing in 2025.
Few properties in South Florida, or ones well beyond the area, embody vision and resilience quite like Pier Sixty-Six. With its unmistakable spire-crowned tower, set along Fort Lauderdale’s storied Intracoastal Waterway, the landmark has defined the city’s skyline for more than half a century. As a multi-billion-dollar redevelopment of this 32 acre (13 ha) waterfront is now complete, Pier Sixty-Six stands as a model for how iconic real estate assets can be reborn, honoring their history while shaping the next century of urban waterfront development.
“The primary advantage every modular project has, if you do it right, is time savings,” said Mark Donahue—principal, design, for Lowney Architecture—during the “Offsite Evolved: How Today’s Prefab, Modular, and 3D-Printing Solutions Deliver Proven Speed, Savings, and Scale” panel at the ULI Fall Meeting in San Francisco. “You can, on a, say, 24-month construction project, save six to eight weeks.”
Resilience and Sustainability
The ongoing challenges in decarbonizing skyscrapers, warehouses, apartments, and myriad other types of buildings were a key topic during ULI’s 3rd Real Estate Developer & Utility Convening on September 22—part of Climate Week NYC, the largest climate conference outside of the United Nations’ COP.
ULI’s Global Sustainability Outlook, launched in 2021 by the Randall Lewis Center, has become the organization’s annual barometer on the sustainability topics shaping real estate and land use. Each year, the report distills insights from global industry leaders to identify the top issues most likely to influence strategic decision-making in the year ahead and beyond.
Stephen Pantano has joined ULI Impact Lab as a senior fellow. Most recently, Pantano was the vice president of research and special projects at Rewiring America for three years. He previously served as the chief research officer at the Washington, D.C.-based CLASP (formerly the Collaborative Labeling and Appliance Standards Program), where he established the global non-profit organization as a thought leader in energy efficiency through technological innovation and policy advancement. Additionally, he worked at ICF International, leading the development of Energy Star specifications for various electronic devices to enhance energy efficiency.
Issues and Trends
The ULI Terwilliger Center for Housing has announced two winners for this year’s Jack Kemp Excellence in Affordable and Workforce Housing Award and three winners for the Center’s Award for Innovation in Attainable Housing. “ULI’s Terwilliger Center for Housing is excited to present the 2025 winners of the Kemp and Innovation awards,” said Aimee Witteman, Chief Impact Officer at ULI. “Each winner is showing the industry how to create more inclusive and affordable communities through housing production.”
Third edition evaluates top 30 global powerhouses report reveals world’s leading urban hubs rise in popularity post pandemic. Challenges include new economic conditions, rising costs, adaptation to hybrid work, innovation gaps, the climate imperative, and transition to social, mixed-use districts.
As congregations across North America grapple with shrinking membership and aging facilities, a new opportunity is emerging: transforming faith-owned land into affordable housing and community-serving spaces. At the 2025 ULI Fall Meeting in San Francisco, panelists in the session “Spiritual Brownfields: Declining Congregations and Opportunities for Housing on Faith-Owned Land” explored how churches and developers are partnering to bring mission-driven housing to underused sacred sites.