Market Lens: US Landlord Sentiment 2026

Defensive on macro. Opportunistic on supply. Committed to AI.

Discover how US commercial landlords are navigating the highest debt pressure of any market surveyed and why the same environment that is tightening the macro picture is creating the most actively tracked distressed opportunity set in the country.

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Why US landlords are the most cautious on the long-term view of any market surveyed and what's driving it.
How the debt maturity wall is reshaping challenge priorities, with refinancing now the #2 concern at 40%.
Which geographies and asset classes landlords are concentrating capital in.
Why the US leads every peer market on AI commitment, and what that means for how the industry operates next.

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Key Findings Preview

Debt: 43% of US landlords have loans maturing in 2026 or 2027 - the highest disclosed exposure of any region surveyed, with mid-size portfolios carrying the sharpest concentration of risk.
Office: Class A sits at a net performance score of +17, the strongest premium office reading globally. B-grade sits at -15. The same portfolio can be running in two different directions.
AI: Combined AI use sits at 64%, with the lowest "no plans" share of any region at 6%. US landlords are not just adopting AI - 60% are increasing their budget for it.

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What you will find inside:

Proprietary sentiment, asset performance, AI adoption, and market outlook data, with regional investment preference and distressed opportunity positioning data.
Two-thirds of US landlords are actively monitoring distressed acquisitions and over a third are evaluating or already acquiring. Understand what the debt maturity wall is creating and who is positioned to act on it.
Where to concentrate capital in 2026, how to manage the cost and debt pressure simultaneously, and why getting the right answer requires looking at the building level, not the asset class.

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