The Weekly Take from CBRE The Commercial Real Estate Outlook for the rest of 2025 (BONUS EPISODE)
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Aug 7, 2025 Henry Chin, Global Head of Research at CBRE, shares valuable insights on the future of the commercial real estate market. He predicts a 10% increase in U.S. investment activity in 2025, citing recovery signs in office leasing and a rebound in demand. Industrial spaces are becoming vital, with a focus on modern facilities near consumers. Meanwhile, retail availability remains tight and rents in the multifamily sector are set to grow, particularly in the Midwest and Pacific Northwest. Opportunities in data centers and credit markets also emerge for savvy investors.
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U.S. CRE Market Recovery
- The U.S. commercial real estate market is showing strong resilience in leasing and capital market activities.
- The market has passed its trough and is on a recovery path, defying expectations amid macro uncertainties.
Focus on Quality Offices
- Investors should focus on office buildings that meet occupiers' demands like great quality, connectivity, and vibrant centers.
- Office market fundamentals have passed the bottom, signaling a prime time to invest cautiously in quality assets.
San Francisco Office Leads Recovery
- San Francisco's office investment is a leading indicator showing a 20% increase in volume.
- Institutional investors are returning, finding office pricing attractive and fundamentals improving with tech sector rebound.