United States Outlook 2026 | Idea Farm

United States Outlook 2026

Cushman & Wakefield

Research

43 Pages

December 2025

Cushman & Wakefield presents a 2026 United States outlook that links tariffs, immigration limits and AI driven investment to the macro path and commercial real estate. The piece describes a labor market near full employment, inflation stuck above target for now, and baseline GDP growth around 1.7%. It then walks through scenarios and sector chapters covering office, industrial, multifamily, retail, data centers and alternatives.

Date published: December 2, 2025

Key Takeaways

Macro backdrop context: Baseline view sees modest growth, cooling labor markets and easing inflation that together sustain a still expanding property sector.

AI and space demand: AI driven investment boosts demand for data centers, reshapes office and industrial use and concentrates growth in tech heavy locations.

Capital markets and sectors: Outlook emphasizes improved liquidity, limited new construction and varied sector fundamentals as key drivers of leasing and pricing dynamics.

Market Outlooks

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