The US real estate market is showing signs of recovery, with demand strengthening and new supply slowing across key property sectors. But following the Fed’s September rate hike, higher financing costs look set to persist. In this month’s Sector Pulse, we explore the trends shaping multifamily, office, industrial, and retail, and where opportunities are emerging for lenders and investors.
The US commercial real estate market is turning a corner. After several years of repricing, 2026 is shaping up to be the year momentum returns. In this month’s Sector Pulse, we explore what’s driving renewed confidence across multifamily, office, industrial, and retail, and where the strongest opportunities are emerging.
The U.S. real estate market is turning a corner. With capital flows normalizing, demand strengthening in key sectors, and interest rates beginning to stabilize, confidence is building. From resilient multifamily to logistics and retail assets, our latest Pulse Report explores where opportunities are emerging, and how the market is setting up for its next phase of growth.
