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Connect CRE

Construction’s Growth Story Depends on What’s Being Built

Via Connect CRE · September 18, 2026
Compiled by Real Estate Trail Editorial · September 18, 2026

Why this matters

Commercial real estate continues to digest a multi-year reset in cost of capital. Transaction velocity is below the 2019-2021 trend but improving, cap rates have stabilized across most stabilized property types, and the bid-ask gap has narrowed materially in the past two quarters. Sponsors with permanent capital and operating platforms have an advantage in the current execution environment. The next twelve months will continue to reward underwriting discipline and operational sophistication over balance-sheet aggression.

Editorial analysis · Real Estate Trail Editorial

Excerpt from Connect CRE:
U.S. construction market data tells two stories. New construction starts fell 20% month over month in June, on the heels of a 33.5% gain in May. The surge was attributed to large projects within healthcare, manufactur…
Read the full article at Connect CRE

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