Constrained ground-up construction and lengthy development timelines are limiting inventory growth.

10-year Treasury yields near 4% could spur heightened market activity.

Favorable borrowing costs and improving equity availability are boosting CRE in 2026.

Amenity-rich assets are driving absorption and investor confidence.

The retailer may monetize underperforming stores and leases to stabilize operations.

Rents are down nearly 5% from 2023 highs, while vacancies climb and tenant leverage grows.

Demand is rising in regions where infrastructure and power reliability give operators an edge.

Conversions of industrial, office, retail and residential buildings are helping meet surging demand.