Q2 2026 Global Trends and Tactics

U.S. overview | Trends and Tactics

Nuveen Real Estate's tactical sector-by-sector view on US commercial real estate fundamentals, pricing and relative value within its Trends and Tactics series.

Real Estate 2026 Outlook: Navigating the real estate resurgence

The outlook argues private real estate is poised for a meaningful recovery in 2026, with values stabilizing and total returns positive for six consecutive quarters. Global institutions begin the year below target allocation, with nearly three times as many investors planning to add capital as to reduce it.

New opportunities in real estate demand a global view

Nuveen makes the case for a global approach to real estate, focusing on high-quality assets in leading cities and emerging sectors tied to megatrends like aging populations and technological innovation.

US Government Sold $518 Billion of Treasury Securities this Week. 6-Month to 2-Year Treasury Yields Spike on Warsh’s “Regime Change” at the Fed

2026 Real Estate Market Perspectives: On the Cusp

The annual outlook reviews Canadian commercial real estate fundamentals and investment themes across the office, industrial, multifamily and retail sectors.

Era of “Powell Was Dovish” Is Over: Warsh’s Five Taskforces