At Colliers, we understand the importance of interconnected data, macroeconomic trends, and real‑world signals in real estate decision‑making. With that in mind, here are 10 numbers shaping the outlook for the U.S. economy and commercial real estate:

• The Congressional Budget Office (CBO) projects real GDP growth of 2.2% in 2026, supported by fiscal stimulus and capital investment.
• Federal interest expense is projected to exceed $1 trillion annually, reinforcing long-term fiscal pressures, according to the CBO.
• WTI crude prices have risen more than 20% from late 2025 lows, renewing inflationary pressure across energy sensitive sectors.
• The top 10 stocks now account for more than one third of S&P 500 market capitalization, highlighting elevated concentration risk, per Bloomberg.
• The U.S. unemployment rate hovered near 4.4% in early 2026, even as payroll growth slowed, according to the Bureau of Labor Statistics.
• Productivity growth reached 2.8% year over year in Q4 2025, widening the gap between output growth and hiring.
• Trepp reports office CMBS delinquencies climbed to 12.34% to start 2026, marking a new all time high.
• The Mortgage Bankers Association estimates that $875 billion in commercial mortgage debt will mature in 2026, about 17% of outstanding balances.
• Zillow estimates the U.S. housing shortage at approximately 4.7 million units, despite recent increases in completions.
• Roughly 3 million vehicles were repossessed in the U.S. in 2025, the highest level since 2009, according to Newsweek.