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Cover of the U.S. Commercial Real Estate Outlook, Q4 2026: Higher rates. Uneven demand.

U.S. Commercial Real Estate Outlook, Q4 2026

  • Rates, capital markets and credit, with market information through October 2.
  • Forecasts for multifamily, office, industrial, retail and six more property sectors.
  • Our posture for new Q4 commitments: where to add, hold or reduce exposure.
  • 54 pages drawn from 99 cited sources, including the Fed, BLS, Trepp, Yardi Matrix and CBRE.

Get the full paper.

PDF · 54 pages · October 9, revision 2

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