Commercial Real Estate: Unpopular Today—But Maybe Not for Long

After several years of sluggish performance, commercial real estate may be shaping up as a value opportunity—especially as stock markets look frothy and investors question whether AI enthusiasm has gone too far. How CRE lost momentum: Institutional capital, once the primary driver of the CRE market, has largely remained on the sidelines. Even after five…

Movements in bond yields are now the dominant force behind commercial real estate pricing—often outweighing the influence of GDP growth or inflation, especially in markets with tight cap rates. Bond yields as the main driver: Oxford Economics research shows that changes in yields exert a much stronger pull on valuations than traditional macro factors. For…