Shopping center performance entered 2026 on a stabilizing footing, with consumers remaining value-conscious while physical retail continues to demonstrate its relevance.

Office CMBS delinquency registered 11.71% in March 2026, remaining near record levels despite a pullback from January’s peak.

The way care is delivered is changing, as outpatient growth is outpacing inpatient care, and health systems are moving beyond the traditional hospital footprint into medical outpatient buildings, ambulatory centers, and even retail spaces.