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CBRE Forecast 2026: Rate Cuts, Cap Rates & What's Next for Commercial Real Estate

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Synopsis

Is commercial real estate setting up for a comeback in 2026? In this episode of The Real Wealth Show, Kathy Fettke sits down with Henry Chin, Global Head of Research at CBRE, to break down the latest outlook for U.S. and global property markets. Despite ongoing economic uncertainty, investor demand for U.S. commercial real estate is strengthening. Henry shares why multifamily remains the top asset class, how Sunbelt oversupply compares to gateway city recovery, what "flight to quality" really means, and why office and retail could become surprising contrarian opportunities. He also explains what investors should expect from cap rates, Treasury yields, and potential Fed rate cuts in 2026. If you're underwriting deals or deciding when to buy or sell, this episode offers data-driven insights to help you invest smarter in the year ahead.