Executives cite robust U.S. leasing, flight to quality and strengthening pipelines heading into 2026.

January meeting minutes show unease over uneven progress toward the 2% inflation target.

Rising land values in Northern Virginia show how AI-fueled data demand is reshaping the market for projects.

As key vendors and landlords brace for impact, analysts warn that retail distress remains widespread.

Colliers says improved liquidity and stronger fundamentals are encouraging owners to bring assets to market.

Michael Barr warns against productivity-fueled disinflation, while Kevin Warsh sees AI as the catalyst for lower rates.

Investors favor logistics and grocery-anchored retail while office faces a prolonged reset.

Analysts and insiders say the panic may be overdone.