The outlook for the US housing market in 2026

2026 Commercial Real Estate Outlook

J.P. Morgan's 2026 commercial real estate outlook sees multifamily and industrial staying strong, retail steady and office recovering in select metros, with improving transaction volumes despite macro headwinds.

2025 Commercial Real Estate Midyear Outlook

At mid-2025, multifamily, retail and industrial assets proved resilient with rents, vacancies and cap rates holding steady, while the piece flags emerging opportunities in workforce housing and distressed office.

Inside REITs: Sector dynamics, growth prospects and headwinds

J.P. Morgan Research expects REIT funds-from-operations growth of about 3% in 2025 accelerating to nearly 6% in 2026, examining sector valuations and headwinds from rates and tariffs.

Commercial real estate: An opportunity too good to pass up

J.P. Morgan Asset Management argues commercial real estate valuations have fallen roughly 25% from their 2022 peak even as operating income rose, creating an attractive entry point as the recovery extends through 2026.

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.

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