Early 2026 deal activity reveals a recalibration underway in commercial real estate. Institutional investors are not chasing growth—they’re concentrating on structure, duration, and predictable income.

This episode examines recent healthcare real estate acquisitions and REIT balance-sheet moves to unpack how capital is managing risk amid prolonged uncertainty. From lease-driven returns to maturity extensions, the focus has shifted toward durability over optionality.

A clear-eyed look at where capital is moving—and why.