The first quarter of 2026 continued a trend seen in recent years of early signs of recovery being disrupted by external forces, SitusAMC says in its latest quarterly research report. As one sign of the times, investor preference for holding rather than selling properties rose from 63% to 70% in Q1 2026.
SitusAMC’s latest ValTrends report, Recovery Interruptus, found that cash became the most favored asset class in Q1 amid heightened uncertainty. It suggests that lenders and investors remain cautious as uncertainty around rates, inflation, and global risk continues to weigh on near-term decision-making.
“Commercial real estate entered 2026 with early signs of a thaw, but they were quickly interrupted by renewed uncertainty around inflation, interest rates, and geopolitical risk,” said Peter Muoio, PhD, head of SitusAMC Insights and co-author of the report with VP Jen Rasmussen, PhD. “Investors are still looking for opportunities, but the first-quarter data shows a clear shift toward caution, discipline and liquidity.”
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