Larger portfolio deals, rising prices and REIT-driven acquisitions reshaped the sector in 2025.

Higher education institutions are exploring conversions of aging buildings into urban campuses.

Repeated shocks are driving a shift from short-term resilience to long-term structural strength in markets and assets.

Strong bidder turnout and high deal velocity point to increasing confidence in repositioning strategies.

JLL reports strong demand recovery and record-low supply, even as office-using employment declines and recessionary signals begin to re-emerge.

CBRE highlights 850 new stores, hybrid BOPIS integration and shifting consumer demand.

Q1 absorption slowed 34% year-over-year but stayed near historical norms, while construction dropped sharply.

First-quarter earnings show stable or improving loan performance even as macro pressures mount.