Leasing Flexibility, Location Discipline, and Cash Defense
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Leasing Flexibility, Location Discipline, and Cash Defense
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About this listen
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.