Data and policy shaping the early 2026 CRE market
About this episode
The episode discusses economic data and policy developments influencing the US commercial real estate market in early 2026.
We examine the economic data and policy developments setting the tone for the US commercial real estate market in early 2026. Discussing what recent labor reports, GDP estimates, and financing trends suggest about growth, risk, and capital markets conditions heading into the year. The conversation also turns to housing policy, including new local initiatives and national proposals, and how these policy signals could influence supply, affordability, and investment strategy across CRE sectors. Key Moments: 00:58 Key statistics and market trends 03:26 Economic data and labor market insights 07:56 GDP and service sector analysis 12:18 Housing market update 15:13 Consumer data and AI impact 19:03 Housing policy and national proposals 27:34 Upcoming events and announcements Resources Mentioned: Debt Capital Market Survey - https://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/ Altus Connect Conference - https://events.altusgroup.com/event/altus-connect-2026/summary Job Openings and Labor Turnover Survey (JOLTS) - https://www.bls.gov/jlt/ ADP National Employment Report - https://adpemploymentreport.com/ BLS Employment Situation /…
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