Institutional Investors Reconsider CRE After the Market Reset

After several years of declining property values and rising interest rates, institutional investors are beginning to revisit commercial real estate. Many remain underallocated to the sector while valuations are still below their 2022 peak. In this episode, we explore what’s driving renewed investor interest, why transaction activity remains muted despite improving sentiment, and how refinancing pressures and capital market mechanics are shaping the pace of recovery.