The North American and European commercial real estate (CRE) industries are moving beyond the post pandemic “new normal” into a period of strategic recalibration. In 2025, investors and developers were navigating higher borrowing costs, diverged debt markets, and evolving tenant expectations, while preparing for 2026’s opportunities in logistics, data centers, and modular housing.

Hybrid work and demographic shifts continue to reshape office demand, while AI driven efficiencies and ESG considerations redefine asset management. Institutional capital is cautiously re-entering both sides of the Atlantic, signaling resilience amid volatility.

Join us for a forward-looking update on the CRE market in Europe and the U.S., where leaders will explore financing strategies, sectoral transformations, and emerging opportunities that will shape the next phase of the transatlantic CRE market. Discussion topics will include:

I. Lending & Capital Markets
• What has changed since last year?
• Risk considerations and underwriting in the current‑rate environment
• How have the valuations changed in the last 12 months
• Financing for conversions and repurposing (office → residential, malls → data centers)
• Refinancing pressures, foreclosures, and receivership in 2025–2026

II. The Office Sector
• Tenant departures vs. hybrid‑driven redesigns
• Pre‑pandemic loans maturing in today’s debt market
• Why not every office can be repurposed
• Future role of empty CBD office towers: modular, mixed‑use, or obsolescence?

III. Retail Transformation
• Physical retail’s viability in an e‑commerce‑dominated landscape
• Decline of CBD retail tied to shrinking office populations
• Experiential retail and mixed‑use repositioning

IV. Residential & Living Assets
• High‑rise residential as a relative bright spot
• Live‑work‑play models reshaping demand for office and retail
• Luxury vs. affordable housing: finding the 2026 sweet spot

V. Malls & Shopping Centers
• Repurposing feasibility: medical, data centers, sports, entertainment
• ESG and community‑driven redevelopment

VI. Warehousing & Logistics
• Growing needs for e‑commerce distribution hubs
• Location considerations: nearshoring, port access, and sustainability

VII. Return‑to‑Work & Workforce Trends
• Which markets and industries are seeing the strongest return‑to‑office gains
• Hybrid permanence vs. full return momentum
• Implications for office design and leasing

VIII. Closing Outlook: 2026 and Beyond
• Institutional capital re‑entry and diversification
• AI and tech integration moving from pilot to mainstream
• Emerging asset classes becoming institutional grade (data centers, modular housing, logistics hubs)

 

SPEAKERS:
• John F. Glass, Partner, FBT GIBBONS, LLP
• Alexander Joerg, Managing Director - Head of Real Estate Finance USA & Canada, LBBW
• Dr. Rachel Szymanski, Chief Economist, TREPP
• Donald Liebman, Partner, TUCHMAN, WEISS, LIEBMAN & LINDEMAN LLP [Moderator]





REGISTRATION FEE:
> EACCNY Members: Free
> EACCNY non-Members: Free

 

Note: This program is offered as an in-person event and will not be live-streamed or recorded.

 

Registration is closing at 2pm ET on January 28th (Wednesday).