It's Friday, March 27th, 2026 — time for your weekly CRE market wrap-up.

WHAT'S HOT:

• Data centers at 97% global occupancy — landlords have serious negotiating leverage
• $3 trillion in data center infrastructure investment expected by 2030
• Retail pricing expected to hit record highs in 2026
• Shopping center foot traffic up 1% YoY to 10.1 billion visits
• Office vacancy down to 17.6% in February — down 2 percentage points YoY
• Office attendance at nearly 70% of pre-pandemic levels
• MBA forecasts $805 billion in CRE originations for 2026 (+27% from 2025)
• Commercial mortgage rates between 5.71% and 5.96%
• 10-year Treasury at 4.15%

WHAT'S NOT:

• Office CMBS delinquency hit record 12.34%
• Overall CMBS delinquency at 7.47%
• $3.18 billion in CMBS loans hitting hard maturity this month
• 17% of outstanding commercial mortgage balances mature in 2026
• Industrial cooling — vacancy stabilizing, rent growth moderate
• Power constraints limiting data center expansion
• Data center construction costs averaging $11.3M per megawatt

DEALS OF THE WEEK:

• Prologis & GIC: $1.6B logistics joint venture
• Breakthrough Properties: $465M CMBS loan for San Diego life science campus
• EQT Real Estate: 2M SF infill logistics portfolio in Southern New Jersey
• SL Green JV: $1.7B refi in progress for Manhattan building

INVESTOR TAKEAWAY:

Data centers and retail are leading. Office is stabilizing but watch the delinquencies. Industrial is normalizing after years of outperformance. Capital is flowing — focus on quality assets with strong fundamentals.

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