Geopolitical Uncertainty Halts Commercial Real Estate Recovery

"Recovery interruptus" – commercial real estate investors are spending more time on the sidelines

SitusAMC's latest ValTrends report shows cash displaced CRE as the top asset class in Q1 2026, as geopolitical uncertainty in the Middle East stalled a recovery that had gained momentum through 2025.

Transaction volume in January and February fell 20 percent year-on-year to $30 billion – the lowest level since April 2024. The share of investors holding steady rose from 63 percent in Q4 2025 to 70 percent in Q1 2026.

But there are pockets of opportunity. Office is seeing renewed investor interest driven by repricing, hybrid work trends, and growing momentum around residential conversion.

And according to SitusAMC's Peter Muoio, the capital is there – it's the conviction that's missing. "There is a lot of capital out there that is ready and able to go."

Read the full story: https://okt.to/F5AJR7
#PERECredit