Real Wealth Show: Real Estate Investing Podcast CBRE Forecast 2026: Rate Cuts, Cap Rates & What's Next for Commercial Real Estate
Feb 12, 2026
Henry Chin, Global Head of Research at CBRE, offers macro and CRE market perspective. He discusses cap rate outlook tied to Treasuries, why multifamily remains preferred, and the nuances of Sunbelt oversupply versus gateway recovery. He explains flight to quality and points to selective contrarian chances in office and retail as finance costs and investor demand shift.
AI Snips
Chapters
Transcript
Episode notes
Modest Growth With Two Fed Cuts
- CBRE expects modest below-trend US growth in 2026 with hiring flat in H1 and improving in H2.
- Henry Chin forecasts two Fed rate cuts across 2026 as inflation stays sticky but labor softens.
Investor Demand Shifts Toward The U.S.
- Investor intent to buy U.S. commercial real estate strengthened in CBRE's December survey, rising to a 21% net positive reading for 2026.
- Global and domestic capital sees the U.S. as an attractive entry point due to pricing and anticipated rate cuts.
Buy Where Supply Is Constrained
- Look for markets with limited future supply and recovering demand when allocating capital to real estate.
- Factor attractive pricing, cheaper financing, and REIT valuations into purchase timing decisions.