Β π¨Β CRE MARKET SHIFT: The Recovery Is Real β Are You Ready for 2026? π¨ The latest Q4 2025 Market Pulse confirms what many have been waiting for: commercial real estate has officially turned the corner. After years of hesitation, Q3 delivered the strongest momentum since 2019, and capital is rushing back in. Key Highlights π Transaction Velocity Is Surging β’ Q3 saw a 12.6% jump in deal activity β’ 45,893 properties traded hands β’ Transaction volume hit $150.6B β up 23.7% QoQ π’ Pricing Momentum Is Back β’ Post-COVID price highs across all major sectors β’ Industrial leads with an 81.6% increase since 2019 π¦ Capital Has Returned β’ Banks now account for 31% of all originations β’ Refinance windows are reopening for quality assets What's Coming in 2026? Analysts expect ~60 bps of cap rate compression, especially in Multifamily. Translation: The opportunity to buy at today's rates is disappearing fast. Where Investors Are Winning π₯ Top Sectors: Multifamily, Industrial, Retail π Fastest-Growing Subsectors: Storage, Full-Service Hotels, Medical Office π Market Standouts: Miami (+32.7% Office), San Jose (9.3% annualized) π Markets to Watch Carefully: Los Angeles β declines across all sectors Strategic Moves to Consider Now 1οΈβ£ Refinance while lenders are active and terms improve 2οΈβ£ Acquire quality assets before cap rates compress 3οΈβ£ Prioritize winning markets like Miami & San Jose The window is narrowing. The market is moving. The real question: Are you moving with it? #CRE #CommercialRealEstate #MarketUpdate #RealEstateInvesting #Q42025 #CapRates Β
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