CBRE Equity Research & Market Reports

CBRE is positioned within a recovering US commercial real estate market, characterized by significant transaction volume growth that reached a 14% year-over-year increase during the second quarter of 2026. Data center acquisitions are emerging as a critical driver, with final transaction volumes expected to reflect robust activity in the 12% to 16% growth range. Despite concerns regarding geopolitical instability impacting non-US business segments, the company’s investment sales revenue remains resilient. Analysts maintain a constructive outlook, projecting revenue growth for CRE services to land between 15% and 20%. Overall, the current research underscores a strong domestic performance trajectory that balances global macroeconomic uncertainties.