Marcus &amp; Millichap research.

EconomyRetailU.S. National

Inflation

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.

Canada Employment

Canada's labour market rebound supports commercial real estate stability, with the economy adding 88,000 jobs in May, the largest monthly gain since late 2024.

EconomyCanada

Industrial & LogisticsEconomyCanada

Canada Industrial

June 2026 brief: industrial demand is set to rise as a manufacturing recovery broadens, with output up 4.2 per cent month-over-month across most subsectors.

EconomyMultifamilyU.S. National

Employment

June 2026 brief: job growth defies constraints as employers added 176,000 roles, supporting rental demand and consumer spending across commercial property types.

EconomyDebt & FinancingCapital MarketsCanada

Canada Monetary Policy

The Bank of Canada held the overnight rate at 2.25 per cent; a higher-for-longer rate environment is curbing commercial real estate investment momentum.

Canada Housing

Lower rate volatility is supporting further housing recovery as Canada's average single-family home price finds a floor after nearly a year of decline.

MultifamilyEconomyCanada

EconomyCapital MarketsU.S. National

Inflation and Employment Outlook

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.

2026 Employment Outlook

The January research brief reviews labor market conditions and their implications for commercial real estate demand across property types in 2026.

EconomyU.S. National

Capital MarketsU.S. National

2026 Equity Capital Outlook

The brief examines the availability and pricing of equity capital for commercial real estate as transaction activity recovers in 2026.

2026 U.S. Retail Investment Forecast

Retail enters 2026 with solid momentum on resilient consumer spending, with net absorption expected to exceed 10 million square feet and vacancy edging up 20 basis points to 5.2%.

RetailU.S. National

2026 U.S. Multifamily Investment Forecast

Marcus & Millichap projects net absorption of about 240,000 units against 270,000 completions, lifting vacancy 10 basis points to 4.7%, with units under construction down 53% from the 2023 peak.

MultifamilyU.S. National

2026 U.S. Office Investment Forecast

The forecast expects office space demand to rise on net in almost every major market in 2026, with many investors viewing the sector as having passed its greatest challenges.

OfficeU.S. National

Capital MarketsEconomyU.S. National

Research Brief: October Investor Insights

Marcus and Millichap's October 2025 investor insights brief reviews macroeconomic conditions, interest rate expectations and capital markets activity shaping commercial real estate investment decisions.

Posted 10 days ago·Published 9 months agoRead