What's driving demand for alternative CRE sectors in 2026

What's driving demand for alternative CRE sectors in 2026

December 11, 2025 · 41 min · Season 1 · Episode 87

About this episode

Chad Lavender discusses the evolving landscape of capital markets and the demand for alternative commercial real estate sectors leading into 2026.

Newmark’s President of Capital Markets, North America, Chad Lavender, breaks down the sector-by-sector changes that are redefining today’s capital markets. From the surge in data center demand to senior housing’s NOI outperformance and the resurgence of banks in lending, Chad share a well-defined read on where CRE capital is actually flowing, and why it matters heading into 2026.   Key Moments: 01:34 Chad Lavender's career journey 05:08 Overview of Newmark Capital Markets 07:35 Current trends in US CRE capital markets 16:40 Deep dive into alternative sectors 20:26 Healthcare and senior housing insights 25:19 Data centers and life sciences 31:39 Medical office, SFR, and BTR 36:35 Alternatives on the move and market structures   Resources Mentioned: Chad Lavender:  https://www.linkedin.com/in/chad-lavender-03551bb/ Newmark:  https://www.nmrk.com/services/investor-solutions/capital-markets Email us:   altusresearch@altusgroup.com Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful…

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