The State of Commercial Real Estate in 2026

The State of Commercial Real Estate in 2026 // Commercial real estate is changing a lot right now, and depending on which sector you're focused on, the outlook for the rest of 2026 might look very different.

Multifamily demand has turned negative for the first time in years, data centers are facing real questions about energy demands, and the capital markets in general are finally showing signs of a potential recovery.

So in this video, we'll break down three of the biggest stories in commercial real estate right now, and how these things could impact the industry throughout the rest of the year.

💻 TRAINING & COURSES 💻
Enroll in the FREE Break Into CRE Real Estate Financial Modeling Crash Course here: https://www.breakintocre.com/free-crash-course
Enroll in any Break Into CRE course here: https://breakintocre.com/courses/
Get access to all Break Into CRE courses, all models, and additional one-on-one support with a Break Into CRE Academy membership: https://breakintocre.com/the-academy

**💰 MY FAVORITE REAL ESTATE INVESTMENT PLATFORMS 💰
EquityMultiple: https://equitymultiple.4drrzr.net/c/2975738/751081/10943
RealtyMogul: https://realtymogul.pxf.io/c/2975738/1008102/13202

🕒 Timestamps 🕒
0:00 Introduction
0:35 Multifamily
2:30 Data Centers
4:46 Capital Markets
6:53 The Wall of Maturities

#commercialrealestate #realestateinvesting

*Nothing in this video should be construed as tax, legal, accounting, valuation, or financial advice or recommendation. All information in this video is intended solely for educational purposes, and you are advised to consult with your own personal professional advisors regarding your personal investment decisions.

**AFFILIATE DISCLOSURE: Some of the links in this description are affiliate links, meaning, at no additional cost to you, we may earn a commission if you click through and make a purchase and/or create an account.

Research and articles referenced in this video:
https://www.jll.com/en-us/insights/market-outlook/data-center-outlook
https://www.gartner.com/en/newsroom/press-releases/2024-11-12-gartner-predicts-power-shortages-will-restrict-40-percent-of-ai-data-centers-by-20270
https://www.cbre.com/insights/reports/north-america-data-center-trends-h1-2025
https://www.costar.com/article/1122236114/why-commercial-property-pros-say-a-looming-1-26-trillion-debt-wall-can-be-scaled
https://www.globest.com/2026/02/05/multifamily-supply-surges-yardi-matrix-raises-forecast-through-2028/
https://www.jll.com/en-us/insights/market-outlook/data-center-outlook
https://www.reuters.com/business/meta-plans-600-billion-us-spend-ai-data-centers-expand-2025-11-07/
https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-data-center-power-demand-by-2030
https://www.cbre.com/insights/books/us-real-estate-market-outlook-2026
https://www.multihousingnews.com/a-closer-look-at-the-multifamily-maturity-wall-and-refinancing-crisis/
https://www.northmarq.com/insights/rates-spreads
https://www.americascreditunions.org/news-media/news/president-picks-kevin-warsh-fed-chair
https://www.cbre.com/insights/figures/q4-2025-us-multifamily-figures
https://www.cbre.com/insights/figures/q4-2025-us-capital-markets-figures


Did you miss our previous article...
https://trendinginrealestate.com/commercial-real-estate/the-places-that-change-you-mexicos-towns-that-redefine-happiness