The $562 Billion Question: Where Is Capital Going in 2026?
CBRE's 2026 Investor Intentions Survey is out. 95% of investors plan to buy as much or more CRE this year. Here's what that means for land.
The $562 billion question: where is capital going in 2026?
CBRE's 2026 North America Investor Intentions Survey found that 95% of investors plan to buy as much or more CRE this year compared to last year. Total CRE investment is projected to climb 16% to $562 billion. Capital is coming off the sidelines.
Among alternative asset classes, CBRE's survey ranked land as one of the most favored plays alongside self-storage and industrial outdoor storage. That is not an accident. Investors are following the infrastructure story.
The data center outlook puts the dynamic clearly: 2026 leasing activity is expected to hit an all-time high while supply growth is increasingly constrained by longer power delivery timelines.
Greenfield development is pushing toward the Sun Belt corridor along Interstate 20 and secondary markets with fewer electricity production restrictions.
Position Before the Crowd Recognizes the Pattern
The Alpha mindset isn't about reacting to every headline. It's about staying aware of shifts without freaking out. Seeing constraints before they become crises. Positioning before the crowd recognizes the pattern.
Here's to building your success, one step at a time - from the dirt up.
Kris "Dirt Dawg" McGee 🐾
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