If you're feeling overwhelmed by conflicting commercial real estate forecasts, you're not alone. In this episode, Crosby and Zina cut through the noise by synthesizing insights from nine major industry sources, including CBRE, JLL, NAIOP, NAR Commercial, the Mortgage Bankers Association, and leading financial publications.
They break down what's truly shaping the 2026 CRE landscape-from tight capital markets and refinancing risk to sector-by-sector performance and the growing impact of technology and ESG. The takeaway is clear: commercial real estate is no longer about broad recovery, but about selectivity, function, and future-proof assets.
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What You'll Learn From This Episode
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Why debt availability-not demand-is the primary force shaping commercial real estate in 2026
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How the upcoming maturity wall is forcing owners to refinance, recapitalize, or reposition assets
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What cap rate expansion means for pricing, valuations, and stalled deal flow
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How the office market is splitting between high-quality assets and functionally obsolete properties
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Which commercial sectors are positioned to remain resilient despite ongoing capital constraints
Resources Mentioned
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CBRE - Commercial real estate sector outlooks
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JLL - Global & U.S. CRE forecasts
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NAIOP - Office absorption & space utilization (Office Space Demand Forecast)
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Mortgage Bankers Association (MBA) - Commercial & multifamily debt forecasts
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NAR Commercial - Investment & transaction trend analysis
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Bisnow - CRE technology & ESG coverage
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Commercial Observer - Capital markets & refinancing analysis
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CNBC - Macro-economic & real estate market coverage
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Mo Choumil
CEO
Alltech National Title
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