Early 2026 is revealing a shift in how commercial real estate risk is priced. Leasing activity hasn’t stopped, but commitment has shortened. Office tenants are favoring flexibility over duration, industrial strength is narrowing to the right locations, and multifamily operators are moving into cash-preservation mode.
In this episode, we break down what’s driving these changes across office, industrial, and multifamily, drawing on recent reporting from The Wall Street Journal, CoStar, and RealPage.
This isn’t a story about demand disappearing. It’s about uncertainty being pushed onto owners, lenders becoming more selective, and markets rewarding precision over broad narratives. We unpack how duration risk, location quality, and operating discipline are shaping which deals move forward—and which don’t—in the opening months of 2026.
What is CRE 360 Signal™?
A daily, three-minute market pulse for commercial real estate professionals who make real decisions.
Powered by CRE 360 Signal™, each episode distills the most relevant developments in credit, assets, and execution into clear, asset-level implications—what changed, why it matters, and where risk or opportunity is forming.
No long interviews.
No macro noise.
Just concise signal for investors, operators, lenders, and dealmakers who don’t have time to read—but still need to think clearly.