CBRE Survey Shows Investors Increasing Capital Allocation Into Commercial Real Estate for 2026
Commercial real estate investors are gearing up for a transformative year, according to the newly released
2026 North America Investor Intentions Survey from
CBRE.
With stabilizing pricing expectations, improving fundamentals, and renewed optimism around cooling debt costs,
substantial capital injections are expected to reshape the U.S. commercial real estate landscape in 2026.
A remarkable 95 percent of investors plan to either increase their purchasing activity or at minimum match last year’s volume.
More notably, 55 percent intend to increase overall capital allocation—a strong jump and a clear indicator of rising confidence.
“Investors are approaching 2026 with optimism…”
“Despite political and economic uncertainties, stabilizing debt costs and attractive pricing entry points are driving a strong
sense of opportunity,” said Tommy Lee, President and Co‑Head of Capital Markets, U.S. & Canada, for CBRE.
Top Markets Investors Are Targeting in 2026
Dallas continues to dominate as the most attractive U.S. market for the fifth consecutive year.
Cities like Atlanta and San Francisco follow closely behind.
New high‑growth entries—including Charlotte, Nashville, Tampa, and Seattle—highlight growing demand in both emerging regions
and discounted major metros.
What Property Types Are Investors Prioritizing?
Multifamily leads the pack, targeted by 74 percent of U.S. investors.
Industrial and logistics assets follow with 37 percent, then retail at 27 percent, and office at 16 percent.
Across all categories, top‑tier assets remain the core focus.
Alternative asset categories—including self‑storage, land, industrial outdoor storage, cold storage, and healthcare—are gaining interest,
though only 11 percent of investors plan to pursue them actively this year.
Investor Strategy: Moderate Risk, Higher Returns
Value‑add and core‑plus strategies continue to grow in popularity as investors lean toward balanced risk‑to‑reward profiles.
While core strategies are improving modestly, opportunistic and distressed strategies have softened.
Debt & Financing: Investors Brace for Market Shifts
Over 70 percent of investors expect to maintain their current debt‑to‑equity ratios. Nearly half are willing to endure a
year of negative leverage—demonstrating confidence in long‑term asset performance.
Key concerns include fluctuating interest rates and shrinking refinance loan sizes due to adjusted valuations.
Even so, direct real estate equity remains the favored investment vehicle, with continued interest in mezzanine financing,
mortgage lending, and secured loan strategies.
Thinking About Breaking Into Real Estate?
With investor enthusiasm rising, opportunities across commercial and residential real estate are expanding rapidly.
If you’re preparing to enter the field or elevate your credentials, Cameron Academy offers flexible, industry‑leading licensing education
across Florida and beyond. Explore online courses in real estate, mortgage, insurance, finance, and more at
CameronAcademy.com.
More Articles
Getting licensed or staying ahead in your career can be a journey—but it doesn’t have to be overwhelming. Grab your favorite coffee or tea, take a moment to relax, and browse through our articles. Whether you’re just starting out or renewing your expertise, we’ve got tips, insights, and advice to keep you moving forward. Here’s to your success—one sip and one step at a time!
After years of sluggish commercial real estate performance, falling interest rates may finally set the stage for a market rebound. As the Federal Reserve signals further cuts, investors are eyeing REITs—and especially the Direxion Real Estate Bull 3X ETF (DRN), a leveraged fund designed to triple the daily movement of major commercial real estate stocks. DRN offers powerful upside potential during a rally, but its high‑risk, short‑term nature means it’s best suited for experienced traders who understand volatility and the mechanics of leverage.
A new proposal in Florida’s legislature could reshape the path to homeownership for working residents. House Bill 311, championed by State Rep. Jervonte Edmonds, would require certain private employers to contribute up to $5,000 toward their first-time homebuyer employees’ down payments or closing costs. Backed by bipartisan support, the bill ties employer tax write-offs directly to helping workers purchase homes, marking a unique approach to housing affordability. Now moving through committee, HB 311 could become one of the nation’s most innovative employer-assisted housing programs.
Artificial intelligence is pushing the real estate industry to confront a long‑standing problem: its data is fragmented, inconsistent, and nearly impossible for AI systems to interpret. From leases and rent rolls to county records and work orders, nothing is standardized, making AI adoption costly and inefficient. Industry leaders are now turning toward shared data standards and ontologies—like OSCRE’s “smart data highway”—to create cleaner, interoperable information systems. As real estate evolves, professionals who understand data and AI will have a major advantage, and schools like Cameron Academy are helping prepare them for this shift.
The U.S. housing market stumbled into 2026 as January home sales tumbled 8.4% from December, hitting their lowest pace in over a year. With inventory still tight, prices rising, and market activity stagnating, NAR’s chief economist warns that Americans—especially renters—are “stuck” in a new kind of housing crisis. Despite improving affordability on paper, sluggish movement and regional declines signal a market demanding sharper strategy and adaptability from today’s real estate professionals.
A fresh 2026 analysis reveals the top home insurance companies in the U.S., breaking down which carriers offer the best value, coverage options, and customer satisfaction. State Farm leads for customer experience, American Family shines for first-time buyers, and Allstate, Farmers, and Nationwide each earn top marks in specialized categories. With Florida’s premiums surging to more than double the national average, industry pros and homeowners alike gain a clear advantage by understanding which insurers remain strong—especially as weather risks, insurer withdrawals, and rising reconstruction costs reshape the market.
A new Perryman Group analysis shows Florida’s 2022–2023 insurance reforms are paying off, lowering property‑casualty costs by 14.5% and generating more than $4.2 billion in economic activity. With over 29,000 jobs created and premium increases nearly flat in 2025, the state’s long‑troubled insurance market is finally stabilizing as major carriers reduce rates and return to the market.
