Coming Up: Optimism about a continued real estate rebound in 2026

J.P. Morgan Asset Management’s Josh Myerberg breaks down the 2026 real estate outlook, why quality assets and operational excellence matter, and where savvy investors are finding opportunity now. Don’t miss these timely insights from one of the industry’s top portfolio strategists. J.P. Morgan Asset Management is optimistic about 2026, driven by expectations of lower interest rates and resilient real estate fundamentals. Quality matters more than ever—top-performing assets and strong operators are expected to outperform, while tertiary markets and lower-tier properties carry greater risks. Retail real estate has made a strong comeback, and high-quality office space is showing positive momentum, especially in major markets like San Francisco and New York. Operational excellence and risk management—including attention to emerging risks—are critical for long-term portfolio success. Diversification remains key: even the best assets need to fit together strategically to reduce volatility and capture growth opportunities.