Your Daily Commercial Real Estate Briefing

Finance Sentiment Recovers Post-Conflict, Industrial Sector Shows Strong Growth

• Sentiment in the commercial real estate finance market saw a recovery in the second quarter of 2026, with the CRE Finance Council's (CREFC) sentiment index rising 0.9% to 101.0, indicating a generally neutral to positive outlook. This rebound follows a 20% decline in the first quarter, which was attributed to the Iran war, suggesting market stabilization despite a continued gloomy attitude toward interest rates among 53% of respondents.

  Scotsmanguide

• Prologis, a leading industrial real estate company, raised its 2026 guidance for the second time this year, driven by record leasing activity of over 67 million square feet and improving operating fundamentals. The company's owned and managed occupancy increased to 95.5% by June 30, 2026, with significant development starts totaling $1.6 billion in logistics and data centers.

  Prologis

• The U.S. retail market demonstrated strengthened fundamentals in the second quarter of 2026, maintaining a national retail vacancy rate of 4.4% and experiencing a rebound in net absorption to 10.2 million square feet. However, commercial real estate planning declined by 6.8% in June, contributing to a 1.9% fall in the Dodge Momentum Index, and median asking rents continued their 35th consecutive month of year-over-year declines.

  MbaColliers