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Commercial Real Estate Market Outlook

August 28, 2026

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Key market dynamics influencing real estate value and liquidity across property types.1

ACORE CAPITAL’s View ACORE CAPITAL’s Concerns Real Estate Value Liquidity
Housing
  • Construction starts declining
  • Cost of home ownership
  • Long term rent growth

 

  • Significant short-term supply
  • Slower job growth
  • Affordability

 
Industrial
  • Limited new supply long term
  • Durable demand generators
  • Low cost of ownership

 

  • Significant near-term deliveries
  • Effect of tariffs

 
Hospitality
  • Limited new supply
  • Business travel
  • Luxury market

 

  • Uncertainty over consumer and corporate spending
  • Expense creep
  • Uncertainty

 
Retail
  • No new supply
  • Strong sales
  • Healthy tenants

 

  • Employment data
  • Uncertainty over consumer spending

 
Office
  • Location & quality
  • No new supply
  • Reset basis & cash flow

 

  • Cap rate uncertainty
  • Shadow space
  • Spread compression

 

1As of 6.30.26. Certain statements contained herein reflect the subjective views and opinions of ACORE CAPITAL and may include our general view of the market and expectations of the market in the future. Forward-looking statements are inherently uncertain and there is no guarantee that any projections or estimates about the future will materialize.