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CBRE 2026 Forecast: Rate Cuts - Cap Rates & CRE Recovery | Real Estate Cap Rates Explained.

Is commercial real estate poised for a comeback in 2026?

In this episode, Kathy Fettke sits down with Henry Chin, Global Head of Research at CBRE, to break down CBRE’s 2026 real estate forecast and what it means for investors.

They discuss potential Fed rate cuts, cap rate expectations, multifamily demand, Sunbelt oversupply vs. gateway city recovery, and why office and retail could become contrarian opportunities in the next cycle. Henry also explains the critical relationship between cap rates and the 10-Year Treasury — a key metric every investor should watch.

If you're underwriting deals or preparing for a CRE recovery, this episode offers data-driven insights to help you invest smarter in 2026.

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