The Weekly Take from CBRE Coming Up: Optimism about a continued real estate rebound in 2026
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Dec 15, 2025 Josh Meyerberg, Managing Director at J.P. Morgan Asset Management, shares insights on the optimistic real estate landscape of 2026. He emphasizes the importance of quality assets and strong operators amid market shifts. Discussion includes the retail sector's comeback and evolving trends in high-quality office space. Meyerberg highlights the necessity of operational excellence and diversification in portfolio construction while addressing risks, including insurance and climate challenges. He wraps up with thoughts on capturing future growth opportunities in emerging markets.
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Optimism For 2026
- J.P. Morgan is optimistic about 2026 due to expected lower interest rates and improving market dynamics.
- Josh Meyerberg says matching portfolio composition to tenant and capital market needs is essential.
Retail's Strong Comeback
- Retail has strongly rebounded with double-digit lease trade-outs in strip centers and malls.
- Meyerberg reports retail has been the best performing sector for their Odyssey index in the last 24 months.
Pick Alternatives Carefully
- Choose the right sectors, operators, and assets when entering alternatives to avoid poor outcomes.
- Meyerberg warns that entry point and execution determine whether alternatives add value.