Early 2026 deal activity reveals a recalibration underway in commercial real estate. Institutional investors are not chasing growth—they’re concentrating on structure, duration, and predictable income.

This episode examines recent healthcare real estate acquisitions and REIT balance-sheet moves to unpack how capital is managing risk amid prolonged uncertainty. From lease-driven returns to maturity extensions, the focus has shifted toward durability over optionality.

A clear-eyed look at where capital is moving—and why.

Early 2026 is revealing a shift in how commercial real estate risk is priced. Leasing activity hasn’t stopped, but commitment has shortened. Office tenants are favoring flexibility over duration, industrial strength is narrowing to the right locations, and multifamily operators are moving into cash-preservation mode.

In this episode, we break down what’s driving these changes across office, industrial, and multifamily, drawing on recent reporting from The Wall Street Journal, CoStar, and RealPage.

This isn’t a story about demand disappearing. It’s about uncertainty being pushed onto owners, lenders becoming more selective, and markets rewarding precision over broad narratives. We unpack how duration risk, location quality, and operating discipline are shaping which deals move forward—and which don’t—in the opening months of 2026.

FHFA has expanded 2026 multifamily loan-purchase caps for Fannie Mae and Freddie Mac, increasing total agency capacity to $176 billion while maintaining strict mission-driven requirements.

In this episode, we break down what the higher caps mean for refinancing visibility, underwriting confidence, and the continued role of federal capital in affordable and workforce housing. The policy reinforces stability — not expansion — as agency lending remains one of the most reliable financing channels in the market.

CRE360 delivers institutional-grade signals on commercial real estate, capital markets, and federal housing policy.