Nareit's REIT Report Podcast Deloitte 2026 Commercial Real Estate Outlook Points to Increased Global Investment
Sep 30, 2025
Sally Ann Flood, Vice Chair and U.S. Real Estate Sector Leader at Deloitte, shares vital insights from Deloitte's 2026 Commercial Real Estate Outlook. With an optimistic sentiment index of 65, she reveals that 75% of global executives plan to boost their real estate investments. Flood highlights key sectors like data centers and logistics, discusses capital market dynamics, and explores AI's growing role in the industry. She emphasizes the U.S. as a top investment destination, driven by strategic partnerships and evolving tax policies.
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Persistent Optimism In CRE
- Deloitte surveyed 850+ C-level executives across North America, Europe, and Asia Pacific to produce the 2026 CRE outlook.
- The Outlook Sentiment Index scored 65, signaling persistent optimism despite a slight pullback from last year.
Revenues Up, Spending Growth Moderates
- Most respondents expect revenues and fundamentals like rents and leasing activity to improve through 2026.
- Spending growth is moderating, yet 68% still anticipate higher expenses next year.
Demand Concentrates In Five Sectors
- Top global sectors with the most positive sentiment are data centers, logistics, industrial, multifamily, and suburban office.
- Data center demand outpaces new construction, with space often pre-committed before completion.