May 5, 2026

US Real Estate Investors; 2025 Year End Recap and Q1 2026 Highlights

Key Trends, Capital Markets Signals, and Sector Insights Shaping US Real Estate

US real estate entered 2026 with early signs of stabilization and selective recovery, following a period of pricing resets, tighter capital markets, and evolving investor behavior throughout 2025. As deal activity resumed and liquidity gradually improved, performance diverged meaningfully by asset class, location, and capital structure.

This report from A&M Real Estate Advisory Services provides a year‑end recap of 2025 alongside Q1 2026 market highlights, examining transaction activity, capital markets, operating fundamentals, and sector‑specific trends across major real estate asset classes. The data underscores where investor confidence is rebuilding, where pressures remain, and which segments are shaping the market’s direction into 2026.

Market Snapshot

$150.6B

Q3 2025 Transaction Volume

+36% YoY

Mortgage Originations Growth

+2.4% YoY

Commercial Property Price Growth

What's Inside the Report

Capital Markets Reset – Transaction activity, lending conditions, and pricing dynamics following the 2025 market reset
Asset‑Class Performance – Operating fundamentals and investment trends across major US real estate sectors
Emerging Themes – Structural shifts influencing demand, including AI, private capital strategies, and sector divergence
2026 Outlook – Early indicators shaping investor decision‑making as markets move into 2026

Learn more about the key trends, data, and insights shaping US real estate as the market enters 2026.

Read the full report

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