Real Estate 2026: Is There a “Fix in ’26”?

The BMO Capital Markets Real Estate Series discusses the trends and forces shaping the North American real estate market, focusing on navigating a dynamic landscape post-pandemic. The panel explores whether there's a "fix" in 2026, examining market fundamentals and transaction volumes. They highlight the strength of REIT balance sheets and significant private equity dry powder as positives, while also noting challenges like consumer confidence and the US Federal Reserve's pause on interest rate loosening. A key theme is the bifurcation of the market, with booming sectors like data centers and senior housing contrasting with struggling asset classes. The conversation also covers the influence of macroeconomic factors, such as interest rates and capital flows, on the real estate outlook for 2026, as well as differences in debt financing markets between the US and Canada.