Best ideas: Southern Europe, manufacturing, office value-add

On this episode, we feature a wide-ranging discussion with Henry Chin, CBRE’s Global Head of Research—recorded at CBRE’s annual Capital Markets Symposium—where we explore global capital flows, the forces shaping investment strategies and why 2026 may be a compelling vintage for real estate investment.

* 2026 offers prime investment opportunities in U.S. real estate.

* Income growth, not cap rates, will drive future real estate returns.

* Value-add industrial assets with access to power are positioned for strong returns.

* Amenity-rich, well-located office space should continue to outperform.

* Rekindled global capital inflows could boost U.S. real estate transaction volume.