The primary quarter of 2026 continued a development seen in recent times of early indicators of restoration being disrupted by exterior forces, SitusAMC says in its newest quarterly analysis report. As one signal of the instances, investor choice for holding fairly than promoting properties rose from 63% to 70% in Q1 2026.
SitusAMC’s newest ValTrends report, Restoration Interruptus, discovered that money grew to become probably the most favored asset class in Q1 amid heightened uncertainty. It means that lenders and traders stay cautious as uncertainty round charges, inflation, and international threat continues to weigh on near-term decision-making.
“Industrial actual property entered 2026 with early indicators of a thaw, however they have been rapidly interrupted by renewed uncertainty round inflation, rates of interest, and geopolitical threat,” mentioned Peter Muoio, PhD, head of SitusAMC Insights and co-author of the report with VP Jen Rasmussen, PhD. “Traders are nonetheless in search of alternatives, however the first-quarter knowledge reveals a transparent shift towards warning, self-discipline and liquidity.”
