Where Are the Real Estate Opportunities in 2026?

The Wealth Enterprise Briefing · Feb 26, 2026 · 10m

Commercial real estate has had a tough stretch. As interest rates rose quickly starting in 2022, transactions slowed, pricing became harder to pin down and many investors put new equity commitments on pause while the market worked through a reset.

In this episode of The Wealth Enterprise Briefing, Michael Zeuner and Deputy CIO Matt Farrell discuss what drove that slowdown, why the opportunity set has leaned toward private real estate debt and what an inflationary growth backdrop could mean for real estate's role within a real asset allocation. Their view is that conditions may be improving…