CBRE 2026 Survey: 74% of Investors to Boost Commercial Real Estate Buying

74% of Investors to Increase Commercial Real Estate Purchases in 2026

The latest CBRE 2026 North American Investor Intentions Survey reveals a significant trend: 74% of surveyed commercial real estate investors plan to increase their asset purchases compared to 2025. This optimistic outlook is driven by an anticipated 16% rise in investment volume despite the backdrop of 4% Treasury yields. Key markets such as Dallas, Atlanta, and San Francisco are earmarked as top investment destinations, underscoring a renewed confidence among investors. The report highlights key challenges, including an uncertain economic outlook and a weakening labor market, which may influence investor strategies. Nevertheless, the survey's findings suggest potential firming of property prices amid heightened competition for assets.

Dallas, Atlanta, and San Francisco Top Markets for Investment

The survey identifies Dallas, Atlanta, and San Francisco as the most attractive markets for commercial real estate investment in 2026. Dallas leads the pack, owing to its robust economic growth, favorable business climate, and burgeoning population. These factors contribute to its appeal as a hub for commercial ventures. Atlanta's strategic location and diverse economy make it a focal point for logistics and tech industries, driving its popularity among investors. Meanwhile, San Francisco remains a stronghold for tech investments, offering a unique blend of established tech giants and innovative startups. This regional focus highlights the varying opportunities across different U.S. markets, as investors look to capitalize on localized strengths and growth potential.

Investment Volumes Expected to Rise 16% Despite Economic Challenges

Despite an economic environment characterized by 4% Treasury yields and a weakening labor market, the CBRE survey forecasts a 16% increase in commercial real estate investment volumes. This growth projection reflects investor confidence in the commercial sector's resilience and adaptability. According to CBRE's report, investors are likely to pivot towards sectors with robust demand, including technology, logistics, and healthcare. The anticipated rise in investment volumes suggests that many investors believe in the long-term value and stability of real estate assets, despite short-term economic fluctuations. This trend is particularly evident in the increased interest in secondary markets that offer higher yields and growth potential compared to more saturated primary markets.

Challenges: Economic Outlook and Labor Market Weakness

While the survey highlights positive investment intentions, it also underscores potential challenges facing the industry. An uncertain economic outlook and a weakening labor market are significant concerns for investors. These factors could influence financing options, affect property valuations, and impact rental growth rates. According to NAR's real estate outlook, investors are advised to adopt conservative underwriting and stress-test their portfolios against potential downturns. For instance, maintaining liquidity and diversifying asset classes can provide a buffer against market volatility. These strategies are crucial as investors navigate a complex landscape marked by both opportunities and uncertainties.

Stakeholder Views: Real Estate Professionals Weigh In

Maya Tarek, a Senior Analyst at RealEstateAbroad.com, notes that the survey reflects a growing sentiment among investors towards strategic asset allocation. "Investors are increasingly focusing on market fundamentals, such as tenant demand and location dynamics, to guide their decisions," she explains. According to JLL's global real estate insights, stakeholders emphasize the importance of embracing technology and sustainability in property management to enhance value and appeal. Real estate professionals highlight that adaptive reuse of properties and integrating smart technologies can drive tenant satisfaction and operational efficiencies, which are critical for maintaining competitive advantage in a rapidly evolving market.

Future Implications: Long-Term Trends and Strategies

The findings of the CBRE survey have significant implications for the future of commercial real estate investment. As investors increasingly seek to capitalize on growth opportunities, a focus on sustainable and innovative property solutions is likely to take precedence. According to JPMorgan's market outlook, investors are expected to prioritize sectors with strong future demand, such as green buildings and mixed-use developments. This shift towards sustainable investments not only aligns with global environmental goals but also meets the evolving expectations of tenants and stakeholders. As competition for prime assets intensifies, strategic partnerships and joint ventures may become more prevalent, allowing investors to pool resources and access larger, more lucrative projects.

• Focus on markets with strong economic fundamentals
• Adopt conservative underwriting practices
• Consider technology and sustainability in investments
• Diversify portfolios to mitigate risks

Overall, the 2026 CBRE survey paints a promising picture for the commercial real estate market, with investor confidence and strategic planning driving growth and innovation in the sector.