
Commercial Real Estate’s Capital Shift Continues Despite Persistent Headwinds
Commercial real estate investment activity remains well below the highs of the previous cycle, and capital markets conditions continue to
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Commercial real estate investment activity remains well below the highs of the previous cycle, and capital markets conditions continue to

The overall U.S. commercial real estate recovery that began in 2025 accelerated early in 2026, with stronger capital flows, improved

For decades, commercial real estate leases followed a fairly predictable formula. Landlords sought long-term commitments that provided stable income, while

One of America’s best affordable housing tools is still being held back For years, manufactured housing has been treated as

After several years of elevated vacancy, downsizing and uncertainty surrounding workplace demand, portions of the office market have finally begun

For much of the last commercial real estate cycle, scale itself was often viewed as a competitive advantage. The industry

The office market is often described as either recovering or collapsing. The data increasingly suggests neither explanation fully captures what

Financial pressure on farm operators is creating a rare window for institutional capital to enter one of the country’s largest

Demand remains healthy, but softening rents and wider market divergence suggest the easy growth story is fading. Operators that help
