Industry News
Commercial Real Estate Poised For Renewed Momentum In 2026
Lower interest rates, improving deal flow, and evolving tenant preferences are setting the stage for a stronger commercial real estate environment in 2026. Office and retail sectors are gaining traction as demand concentrates around high-quality, well-located properties and physical space reasserts its role in business strategy.
Net Lease Cap Rates Hit A Holding Pattern As Investors Reprice Risk, Not Rates
Instead of reacting to every Federal Reserve decision, pricing is now being shaped more by property-specific factors—tenant credit, lease duration and asset risk—than by short-term monetary policy.
Individual Investors Will Drive CRE’s Next Growth Wave
Individual investors—including retirement account holders and annuity investors—are playing a far larger role than in the past.
Investor Appetite For Retail Holds Steady Heading Into 2026
Several metro areas—such as Charlotte and Austin —are expected to end 2025 with vacancy rates below 4%, highlighting pockets of continued strength.
Investors Are Going Back To The Mall
While institutional capital has recently favored open-air retail centers, new research suggests enclosed malls could be regaining relevance.
Discount Big-Box Retailers Set For Big 2026
This shift reflects a broader “K-shaped economy,” where value retail is increasingly defining what qualifies as essential heading into 2026.