07.24.2026
2026 Halftime Market Insights
This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…
Core real estate investments experienced a sharp post-pandemic rebound, with the NFI-ODCE¹ benchmark returning 22.1% over the year ended September 30, 2022, more than double the index’s pre-pandemic 5-year average of 8.5%. In the fourth quarter, however, momentum shifted, with macroeconomic uncertainties impacting property level underwriting, cap rate assumptions, and asset pricing. Uncertainty has increased within the asset class due to inflation, rising interest rates, and geopolitical conflict, though real estate continues to offer long-term thematic tailwinds for institutional investors.
This newsletter explores a few crucial factors currently impacting real estate markets, as well as opportunities outside of core real estate that may be relatively better positioned amid these challenges.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
07.24.2026
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