{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Weekly Briefing from Capital Economics","title":"Special: Global CRE outlook – Where to find returns in a uniquely weak recovery","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8d2fdab2\"></iframe>","width":"100%","height":180,"duration":1638,"description":"This recovery in commercial real estate is unique. Across the US, Europe, and Asia, it has been defined by persistent weakness in both investment and prices. On this special episode of The Weekly Briefing, Chief Real Estate Economist Kiran Raichura and Senior Real Estate Economist Amy Wood join David Wilder to discuss whether this weakness will persist through 2026 and where investors can still find outperformance. Kiran and Amy address:\nWhy higher-for-longer interest rates remain the primary determinant of returns for most clients.\nWhat is required to bridge the gap between seller and buyer price expectations.\nWhich traditional sectors offer the best returns, and which alternatives will provide significant outperformance.\nWhy private credit markets represent the greatest downside risk to commercial real estate in 2026.\nFurther reading:\nKey themes for global commercial real estate in 2026\nGlobal Commercial Property Chartpack (Q4 2025)","thumbnail_url":"https://img.transistorcdn.com/k4wrAyzb9LdWZZe1LSeSSMxKx41PGd_uydFNbSPeNvI/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jYzVh/ZjA4OWMzZDgzNDVk/N2JiMzlkOGY3NzZl/OTE2Yy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}