The commercial real estate sector is entering 2026 with renewed momentum, clearer visibility, and growing optimism across both leasing and capital markets. Despite uncertainty surrounding tariffs and a volatile policy backdrop, the economy proved more resilient than expected — driven in large part by artificial intelligence investment. Capital is flowing again, interest rates are moving lower, and leasing fundamentals are stabilizing or improving across most property types.
Read Full ArticleMultifamily and industrial assets continue to lead the market heading into 2026, with retail holding steady and office showing signs of recovery in select metros. The market is strong from both a capital and fundamental standpoint, with more transactions anticipated throughout the year.
Read MoreLenders are finally recognizing losses on distressed commercial real estate loans after years of extend-and-pretend strategies. Meanwhile, treasury yields are climbing as SOFR falls, putting CRE lenders in a difficult position as geopolitical tensions continue to reshape the financing landscape.
Read MoreFlexible offices, smart buildings, sustainability, and data-driven asset performance are among the six key trends defining commercial real estate in 2026. Success this year depends less on chasing trends and more on understanding the structural forces reshaping demand, underwriting, and long-term asset performance.
Read MoreReal estate investment trusts were among the laggards of 2025, but analysts expect a reversal in 2026. A divergence between stock market valuations and REIT valuations — combined with strong operational performance and healthy balance sheets — sets the stage for outperformance.
Read MoreBacked by strong consumer spending, retail is experiencing good tailwinds with limited new supply. Grocery-anchored and neighborhood shopping centers continue to perform well, and retail is thriving in areas where office usage has increased — leading to the strongest valuations in a decade across active shopping centers.
Read MoreCommercial real estate is showing clear signs of strength and resilience at the start of 2026, with improving conditions across many markets and asset classes. Key issues on industry leaders' minds include interest rates, power generation availability, and rising commercial insurance costs impacting NOIs.
Read MoreGSCBOR members can submit news, market updates, and announcements for consideration on this page. Contact us to have your article featured.