Publish Date
May 05, 2026
US Real Estate Investors; 2025 Year End Recap and Q1 2026 Highlights
Service / Industry: Private Equity Performance Improvement, Private Equity Services
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.
Authors
Hunt Holsomback
Managing Director
Hunt Holsomback is a Managing Director with Alvarez & Marsal Private Equity Performance Improvement service and leads the practice’s Corporate Real Estate and Performance Improvement services. Mr. Holsomback has a 25-year history of providing value enhancing advisory services to real estate investors, lenders, developers, operators and occupants.