Summary

• Real Capital Analytics data released on Thursday showed U.S. commercial real estate transaction volumes accelerating meaningfully in early 2026.
• March volumes rose 40% YoY, while January and February were revised sharply higher to +24% and +18%, respectively, evidence that activity was materially stronger than initially reported.
• While some deals were likely agreed upon prior to March’s geopolitical volatility, their completion is a clear positive and underscores improving market confidence.

Rich Hill, Senior Managing Director - Global Head of Real Estate Research and Strategy

Real Capital Analytics data released on Thursday showed U.S. commercial real estate transaction volumes accelerating meaningfully in early 2026. Most notably, 1Q26 transactions totaled $135.8bn, up

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