Episode #74: 2026 Private Real Estate Outlook: Navigating the 2026 Real Estate Cycle

Our 2026 Market Outlook Series concludes with the latest episode of Front & Center, providing an analysis of the private real estate markets in the year ahead. Co-CIO Rob Holuba joins host and Senior Investment Strategist Uma Moriarity to share his expectations for private real estate in 2026. Uma and Rob cover the state of different sectors on the “real estate clock” and how they see each sector positioned within the context of the real estate cycle. They take a deep dive into niche property types within Rental Housing, Industrial and Retail, and make a brief stop in the more operationally demanding Data Centers and Senior Housing.