America‘s Commercial Real Estate Show Deloitte's 2026 Real Estate Outlook with John D'Angelo
Nov 25, 2025
John D'Angelo, the real estate solutions leader at Deloitte, breaks down the latest insights from Deloitte's Global Real Estate Sentiment Survey. He reveals that 75% of investors are planning increased allocations to real estate, with rising interest in the U.S. market and renewed optimism for office investments. D'Angelo also discusses concerns about debt availability, capital costs, and the future of loan maturities. Surprising market opportunities and investor optimism shine through, even amidst challenges in valuations and AI adoption.
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Sentiment Remains Surprisingly Positive
- Overall investor sentiment dipped only slightly year-over-year, which still signals broad optimism.
- John D’Angelo sees this as a positive indicator given mid-2025 uncertainty around rates and volatility.
Most Plan To Increase Real Estate Allocations
- Seventy-five percent of respondents plan to increase real estate investment in 2026.
- Digital economy, logistics and manufacturing ranked as the top three opportunity sectors.
Office Interest Is Rebounding
- Interest in both suburban and CBD office increased versus last year, reflecting stronger leasing and renewals.
- Return-to-office norms (3–4 days) are solidifying and supporting office demand.