Updated 4 days ago on . Most recent reply
Cheers to 2026 - Let's Talk About What's Coming
First of all, wishing my readers a heartfelt happy New Year with much success in the upcoming year!
A firm called John Burns Real Estate Consulting puts together a regular which I follow and the signal is clear: expansion mode is here.
Capital is flowing again. For the first time in survey history, access to capital improved across every sector. Read that again. While 64% of investors sat on the sidelines last quarter, the smart money knows what that means: less competition for the best deals.
The sector story is strong:
- -Retail leads at 61—consumer-facing real estate is back
- -Industrial holds at 60—the backbone of modern commerce isn't slowing down
- -Multifamily sits at 59—stabilization is setting the floor
- -Office cracked 53—finally out of contraction and turning the corner
Here's what the headlines won't tell you: While most investors are "waiting for the math to work," the math is already working for those with dry powder and conviction.
Nearly three-quarters of multifamily investors expect distressed sales ahead. That's not a warning—that's a buying opportunity for those positioned to move.
Rates are falling. Capital is thawing.
The investors who deploy now—while others wait for perfect conditions—will be the ones writing the case studies in 2027. Personally, I did a unique deal halfway through 2024 and have since been de-levering. As far as 2026 goes, I plan to deploy at a modestly aggressive pace.
The window is open. The question is: who's walking through it?