The commercial real estate market is experiencing a fundamental shift. After years of dislocation, we're seeing signs of stabilization, but this recovery looks different from past cycles. In a recent Peachtree Point of View conversation, Peachtree Group CEO Greg Friedman spoke with Aaron Jodka, Director of Research for U.S. Capital Markets at Colliers. In this episode, Aaron offered valuable insights into where the market is heading and what it means for investors.
Key Takeaways
- Recovery Will Be Gradual: Without aggressive Fed intervention, commercial real estate values will appreciate more slowly than in previous cycles, creating extended windows for strategic acquisitions.
- Private Credit Remains Compelling: For investors prioritizing income and principal protection, private credit offers superior risk-adjusted returns in the current environment, though equity is becoming more attractive.
- Sector Selection Matters: Retail, select office properties and hospitality assets with limited new supply offer compelling risk-reward profiles for 2026 and beyond.
Investors who understand market fundamentals, maintain flexibility in their capital deployment and partner with experienced operators will be best positioned to capitalize on emerging opportunities.
Listen to the full conversation on the Peachtree Point of View podcast to hear more insights from Aaron Jodka on commercial real estate market dynamics, the 10-year treasury outlook and what data points matter most heading into 2026.
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