The Weekly Take from CBRE What’s Ahead for Commercial Real Estate (BONUS EPISODE)
9 snips
Oct 30, 2025 Henry Chin, the Global Head of Research at CBRE, analyzes the surprising strength of Q3 investment activity in commercial real estate. He discusses why U.S. real estate is primed for investment opportunities as fundamentals improve. Retail and office sectors are highlighted as attractive, with positive leasing trends. Chin emphasizes value-add strategies for A-/B+ office spaces and examines the evolution of alternative assets into institutional staples. He also forecasts a strong market recovery, projecting double-digit growth by 2026.
AI Snips
Chapters
Transcript
Episode notes
Quarterly Surprise In Markets
- Q3 surprised expectations with stronger capital markets and fundamentals, led by the U.S. market.
- Henry Chin says office, industrial, and retail leasing all showed upside, beating forecasts.
Tilt Allocations Toward The U.S.
- Overweight U.S. allocations now due to attractive pricing, liquidity, and lower hedging costs for foreign investors.
- Henry Chin recommends remaining neutral on Europe and cautious on Asia Pacific when allocating capital.
Returns Driven By Fundamentals
- U.S. return prospects rely more on fundamentals recovery than cap-rate compression given persistent 10-year yields near 4%.
- A weaker U.S. dollar and lower hedging costs make U.S. assets more attractive to Asian investors.