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Despite continued economic uncertainty and geopolitical rebalancing, the latest AFIRE International Investor Survey underscores continued confidence in US real estate . . . with some important qualifications. The post The Case for US Real Estate in 2026 appeared first on AFIRE .
The Boulder Group, a net leased investment brokerage firm headquartered in Wilmette, Illinois, has been named to Commercial Property Executive’s 2026 ranking of the Top 20 Commercial Real Estate Brokerage Firms in the United States. The ranking, published annually by Commercial Property Executive in its June issue,…
Commercial property pricing has improved modestly in recent months but remains approximately 14% below the 2022 peak, with performance continuing to vary widely across sectors. Greater capital markets liquidity and increased transaction activity have supported values, though the recovery remains uneven and…
The 25 largest U.S. industrial markets are entering the next cycle, with clear differences emerging between markets that are tightening, markets that are stabilizing, and markets that are still working through excess supply. Following the most aggressive development boom in industrial real estate history,…
Treasury yields are stabilizing at levels that materially raise borrowing costs, shifting the discussion from short-term volatility to a sustained higher-rate environment. As financing becomes more expensive and less predictable, underwriting has tightened — particularly for refinancing-sensitive assets — while…
Beauty remains one of retail’s fastest-growing categories, propelled by Gen Z and the emerging spending power of Gen Alpha. Digital skincare education is driving younger consumers toward brands that emphasize skincare rituals and community over filter-driven perfection. The two cohorts drive up to 40% of skincare…
The global investment backdrop remains supportive for industrial, reinforcing its position as a preferred destination for capital. Investment volumes continue to run ahead of last year across the U.S., EMEA, and APAC, while fundraising remains concentrated in logistics. North America is capturing a larger share of…
Richmond’s definition of trophy office space is evolving. Once associated almost exclusively with downtown high-rises, the desire for premier office product is increasingly emerging along suburban corridors in Henrico County and in Richmond City, outside of the CBD. Submarkets such as Glenside/I-64 and…
Pricing trends and transaction activity continue to shape how the market evolves. At Colliers, we analyze these signals to interpret shifts across U.S. commercial real estate. Here’s what the latest MSCI data reveals. Office Office investment sales reached $5 billion in April, down 15% year over year as portfolio…
If you’re a physician, practice administrator, or healthcare operator searching for space in suburban Middle Tennessee right now, the reality is not subtle: quality, well-located medical office space is increasingly scarce, and the leverage that once favored tenants has quietly shifted. What you’re experiencing…
Multifamily fundamentals are stabilizing, but rent recovery is limited by elevated concessions. After two years of heavy deliveries, landlords are relying on incentives to maintain occupancy, particularly across high supply Sun Belt markets. Face rents have held up, but effective rents continue to lag as operators…
Liquidity is beginning to return to commercial real estate markets, even as investor confidence remains cautious. While surveys and headlines continue to reflect uncertainty, transaction pipelines and lending activity suggest that capital is quietly entering the market, following a pattern commonly observed in…
Pricing trends and transaction activity continue to shape how the market evolves. At Colliers, we analyze these signals to interpret shifts across U.S. commercial real estate. Here’s what the latest MSCI data reveals. Office Office investment activity strengthened in Q1, with $20.5 billion in transactions, up 39%…
Despite elevated Treasury yields, rates have traded within a relatively narrow range in recent months. In a typical cycle, that stability would support improving transaction activity. Instead, Trepp data show that CRE credit spreads have widened across major property types, pushing all in borrowing costs higher…
Sixty is the new thirty, and ninety is the new sixty. As Americans age, many are approaching later life with a more optimistic, forward-looking mindset. Accelerated sharply in the wake of the pandemic, it is fueling growing demand for proactive wellness services, and an industry that has risen decisively to meet…
While set to decline in 2026, affordable completions still double any pre-pandemic year Highlights: The downward affordable delivery trend is expected to go beyond 2026 Current market conditions pose headwinds for affordable housing development with fewer completions forecasted, even amid increased funding and…
Economic pressures offset reduced supply; transaction activity remains muted SANTA BARBARA, Calif., June 18, 2026 – With almost 1.3 million units in the lease-up phase and consumer sentiment wavering, U.S. multifamily rent growth is likely to remain modest for the remainder of 2026, according to a new market…
Development plateaus amid challenges similar to those facing the market rate sector SANTA BARBARA, Calif., June 17, 2026 – Decelerating U.S. affordable housing starts will result in a decline in deliveries over the next two years as a host of challenges confront the market, according to a new national report from…
Lease pricing is turning more tenant-friendly in several major markets even as development pipelines stay elevated, the latest Yardi Matrix industrial report shows. Report Highlights Rent growth leaders stay in front as vacancy holds steady Industrial rent growth remained strongest in a familiar group of markets in…
Tepid as it may be, 2026’s seasonal activity still dragged advertised rent growth above zero in May. Highlights: Although on par with the past four years, 2026’s seasonal bump remains below pre-pandemic values The national multifamily average advertised asking rent climbed $6 to $1,767 in May, marking a barely…
Preleasing reached 71.6% in April, according to the latest Yardi Matrix national student housing report. Report highlights Preleasing remains ahead of last year despite increased competition Student housing preleasing for the 2026-2027 academic year reached an estimated 71.6% in April, up from 69.6% in March.…
Market gains seasonal lift in May but pricing power trails historical norms SANTA BARBARA, Calif., June 4, 2026 – While U.S. multifamily advertised rents rose in May 2026, key indicators suggest that rent growth will remain weak throughout the year, according to new data released by Yardi® Matrix. The market…
Two-year deceleration trend continued in April; operators cite a challenging environment SANTA BARBARA, Calif., June 3, 2026 – Preleasing activity at the Yardi® 200 schools is following the deceleration pattern of the past two years, with the 7.6% month-over-month growth recorded in April 2026 trailing the 8.6%…
Asking Rents Excel, Occupancy Still Stable Twin Cities fundamentals remained healthy, with rent growth outpacing the U.S. and occupancy holding steady, as per the latest Twin Cities multifamily market report. Advertised asking rents rose 2.5% year-over-year, to $1,621 in March, well above the 0.1% U.S. increase to…
Occupancy stabilization helps offset ongoing demand weakness SANTA BARBARA, Calif., May 28, 2026 – The U.S. self storage market’s 1% month-over-month advertised rate growth in April 2026 starts the busy spring leasing season on a positive note. Although April’s year-over-year national advertised rate growth rate…
Lodging Econometrics' Q1 2026 Construction Pipeline Trend Report shows Dallas leading the U.S. hotel pipeline with 184 projects and 22,861 rooms, followed by Atlanta, Phoenix, Nashville, and Austin, while Phoenix recorded double-digit year-over-year growth of 19% in projects and 11% in rooms under construction. The report forecasts Phoenix to lead new hotel openings in 2026 with 27 hotels and 3,640 rooms, and Dallas to lead in 2027 with 27 hotels and 2,484 rooms.
MBA's quarterly Commercial/Multifamily Mortgage Debt Outstanding report finds total debt rose $26.3 billion (0.5%) to $5.02 trillion in Q1 2026, with multifamily debt up $23.0 billion to $2.32 trillion.
Principal's mid-year house view argues the CRE recovery remains intact but uneven, with high conviction in data centers and residential, caution on life sciences, and an increasingly global portfolio approach.
AEW's U.S. economic and property market outlook covering office, apartment, industrial, and retail fundamentals alongside macro context on growth, inflation, labor, and Fed policy.
MBA's complimentary Commercial Mortgage Delinquency Rates report analyzes delinquency trends across the five largest investor groups—banks/thrifts, CMBS, life companies, Fannie Mae and Freddie Mac.
June 2026 research brief: job creation is rising while inflation worsens, creating a mixed outlook for commercial real estate as the labor market regains footing after a prolonged slowdown.
May CPI data shows the most disruptive phase of the price shock may be easing, with contained core inflation and implications for retail tenant demand and big-box absorption.
June 2026 brief: job growth defies constraints as employers added 176,000 roles, supporting rental demand and consumer spending across commercial property types.
Mid-year review of multifamily lending: agency lending volumes rising, third-party capital remains accessible, and transaction activity concentrating in higher-quality assets amid disciplined underwriting.
Principal's research lays out five forces shaping data center investing, including whether demand reflects a durable structural trend or an AI bubble and why power availability is a binding constraint.
Principal's research on ODCE fund performance shows a selection-driven cycle, with top-quartile U.S. funds returning 5.9% annualized versus 0.1% for the bottom quartile and European funds leading on capital appreciation.
Examines why HUD-insured financing is becoming more attractive for long-term capital, citing improved processing timelines, competitive economics, and streamlined environmental requirements. References the firm's 2026 HUD Outlook.
Drawing on MBA's 2025 Annual Origination Volume Summation, this chart shows CRE lending recovered to roughly $706 billion in 2025, a 40% increase over 2024, led by depositories and agency lenders.
MBA's Quarterly Survey of Commercial/Multifamily Mortgage Bankers Originations shows Q1 2026 originations up 52% year-over-year, led by an 80% rise in depository lending.
Examines how AI and machine learning firms concentrate in the Bay Area, New York and London, with AI leasing remaining strong across San Francisco and Manhattan's AI leasing already surpassing all of 2025.
MBA's 2025 Commercial Real Estate/Multifamily Finance Annual Origination Volume Summation estimates total CRE borrowing and lending reached $706 billion in 2025, a 40% increase over 2024.
Capital-markets research on seniors housing, which delivered a 10.6% total return in 2025 (vs. 4.9% NCREIF), with core assets trading below 6% cap rates and an estimated $275B investment needed by 2030.
Global capital markets analysis finding that credit markets remain open and transaction volume has moved off recent lows, with cross-border activity building cyclical momentum despite elevated risks.
A thematic study quantifying how AI-driven workforce change is expected to reshape U.S. office space demand through 2030.
Based on MBA's 2025 Commercial Real Estate Survey of Loan Maturity Volumes, 17% ($875 billion) of the $5.0 trillion in outstanding commercial mortgages is scheduled to mature in 2026, down 9% from 2025.
Analysis of the private credit landscape in CRE lending, where abundant liquidity is compressing spreads and pressuring risk-adjusted returns as institutions, life companies, and private lenders compete for quality multifamily and industrial assets.
Record data center demand in H2 2025 drove North American vacancy to a historic low of 1.4% while pricing rose 6.5% year-over-year amid constrained supply and surging AI infrastructure needs.
Five takeaways from the 2026 MBA CREF conference: CRE originations hit $633B in 2025 (+27%) with $805B projected for 2026, nearly $1T in 2025-2026 loan maturities, and intensifying agency lender competition.
JLL reports record-low ~1% data center vacancy across North America at year-end 2025, with 64% of new construction concentrated in emerging markets such as Texas and Tennessee.
Colliers' Q4 2025 U.S. Office Market Outlook finds the office market ended 2025 with renewed momentum as recovery spreads to additional markets beyond the early leaders.
The Q4 2025 U.S. Industrial Market Outlook reports vacancy stabilized at 7.3% as new supply fell to its lowest level since 2017, setting up a pivot toward tightening conditions in 2026.
MBA's annual CREF Forecast projects total commercial mortgage origination volume to rise 27% to $805.5 billion in 2026, with multifamily originations climbing to $399.2 billion.
Fourth quarter 2025 review of U.S. retail market conditions, covering leasing demand, vacancy and rent trends across retail formats.
Barings' U.S. CRE research notes recovery underpinned by solid household balance sheets, sharply lower construction activity, three-year-high transaction volumes in Q4 2025, and record CMBS issuance amid disciplined underwriting.
AEW's 2026 U.S. outlook frames the year as normalization rather than boom or bust, with seniors housing the breakout sector and office facing durability concerns despite higher yields.
JLL identifies six interconnected forces reshaping commercial real estate in 2026, spanning cost pressures, supply constraints, AI implementation, energy-system convergence, and broadened investment access.
The Americas chapter of LaSalle's ISA Outlook 2026, with stabilizing valuations, improving debt market liquidity and a sharp pullback in new development signaling early signs of a new cycle.
Avison Young's annual US CRE outlook, drawing on a survey of 270+ market experts showing confidence rising to nearly 70% heading into 2026, with sector-by-sector guidance.
Avison Young experts examine global real estate investment trends and cross-border capital flows, covering the London office resurgence, US debt liquidity and the 2026 investor outlook.
PGIM's house view for US commercial real estate in 2026 argues that uncertainty is prolonging the early phase of the recovery cycle, while tepid capital availability creates a favorable vintage for selective acquisitions, development and credit.