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.

As 2026 begins, commercial real estate is entering a new phase.

Interest rates have eased and capital is returning, but the market’s direction will be decided by credit — not optimism. More than $1 trillion in commercial real estate debt matures this year, forcing refinancing decisions across the market.

In this episode, we break down what matters now: how lenders are managing the maturity wall, why loan extensions are replacing forced sales, where credit is still flowing, and how selective stress is reshaping outcomes across asset types.

This is not a rebound cycle. It’s a sorting cycle — defined by structure, duration, and capital discipline.

CRE360 delivers institutional-grade signals on capital markets, credit, and commercial real estate fundamentals.

As 2025 comes to a close, capital is showing early signs of movement — but this isn’t a recovery story. In this episode, we break down three year-end signals shaping real estate and credit markets: rising pending home sales, continued financing for stabilized multifamily assets, and accelerating regional bank consolidation.

The takeaway is clear: demand exists, capital is available, and lending continues — but only where risk is tightly controlled. This is not a broad re-opening of credit. It’s a precision market that rewards execution, structure, and balance-sheet strength.

A concise, institutional-level view of what’s actually happening beneath the headlines — and what it means heading into 2026.

2025 didn’t break hospitality — it normalized it.

After three years of record travel, demand cooled, ADR flattened, and RevPAR dipped slightly — not from weakness, but from a long-overdue return to equilibrium. Leisure stayed resilient, urban and group travel quietly returned, and the travel market itself diversified.

Extended stay was the clear winner. While traditional hotels softened, extended-stay assets held occupancy, protected rates, and absorbed new supply — driven by workforce housing, relocations, and project-based demand that doesn’t cycle like tourism.

Capital stayed selective, not distressed. Investors chased stability, not hype.

This episode breaks down what actually happened in 2025 — and why 2026 sets up as a year of steady, controlled growth.

Industrial didn’t cool off in 2025. It matured. For the first time in years, the sector stopped outrunning itself — and started digesting the world it built. And everything that happened this year comes back to one pressure: supply finally caught up. Listen to 5 minutes recap of industrial sector and what to expect in 2026.

After years of disruption, the sector settled into a defensive equilibrium. Availability stabilized, rents edged higher, absorption turned positive, and new construction stayed near cyclical lows. Grocery-anchored centers, necessity retail, and experiential formats carried the market, while obsolete retail continued to exit the system through redevelopment and adaptive reuse.

In this episode, we break down what actually defined retail performance in 2025 and what that tells us about 2026. Where capital is flowing, which formats are holding pricing power, and why retail has shifted from a growth play to a durability play.

This is a clear-eyed look at retail fundamentals — no hype, no nostalgia, just structure, signals, and what matters going forward.