The headlines say “commercial real estate is cooling”—but the data tells a different story. According to Deloitte’s 2026 Outlook, most investors still expect to increase their CRE exposure over the next 12–18 months. Why? Because in uncertain times, hard assets win. While lending markets tighten and capital availability rises to the top of investors’ concern lists, some sectors are quietly outperforming expectations. Flex space, logistics, and data centers are gaining traction, while even the much-maligned office and retail categories are showing early signs of recovery. The “flight to quality” is real—but it’s not just about trophy assets anymore; it’s about smart underwriting, adaptive reuse, and mixed-use evolution. In this week’s breakdown, we’ll unpack: Why capital constraints might actually create your next best opportunity How shifting rate expectations could reignite development pipelines The surprising resilience of retail—and how failing malls might become the next great redevelopment play If you’re preparing for 2026, now’s the time to think beyond today’s rates and position for the rebound. Sponsored by www.CRECentral.com