Show Notes
J.P. Morgan Asset Management’s Josh Myerberg breaks down the 2026 real estate outlook, why quality assets and operational excellence matter, and where savvy investors are finding opportunity now. Don’t miss these timely insights from one of the industry’s top portfolio strategists.
J.P. Morgan Asset Management is optimistic about 2026, driven by expectations of lower interest rates and resilient real estate fundamentals. Quality matters more than ever—top-performing assets and strong operators are expected to outperform, while tertiary markets and lower-tier properties carry greater risks. Retail real estate has made a strong comeback, and high-quality office space is showing positive momentum, especially in major markets like San Francisco and New York. Operational excellence and risk management—including attention to emerging risks—are critical for long-term portfolio success. Diversification remains key: even the best assets need to fit together strategically to reduce volatility and capture growth opportunities.
More from The Weekly Take from CBRE
San Francisco’s office recovery has a striking contradiction: Overall vacancy remains elevated, while competition for the best workplaces is increasingly intense. We look inside the Bay Area real estate market, highlighting AI-driven demand, rising trophy rents and the reinvention of The Spear and 301 Battery.
Bob’s Discount Furniture is charting a path from 200 stores to 500-plus locations by 2035. Two company leaders enlighten us on their market expansion strategy, data-driven site selection, use of logistics and the importance of the customer experience.
Devin Chen and Rich Hill dissect Principal Asset Management’s unique “four quadrants” investment strategy. This helps to pinpoint value in sectors like multifamily, data centers and office, as well as in selective new development. They share insights on optimizing income growth and portfolio diversification.
Easterly Government Properties’ Darrell Crate and CBRE’s Marcy Owens Test explain the unique complexities and opportunities when leasing space to the U.S. government. They explore government agencies’ specialized build-out requirements, the market impacts of the federal government’s shift from ownership to strategic leasing, and other topics of interest to commercial real estate investors.
Verizon's Nicole Nicholson and CBRE's Jamie Hodari discuss how real estate, technology and human connection are strengthening business outcomes and creating competitive advantage in an AI-powered world. Learn from seasoned executives responsible for managing large, complex real estate portfolios.