CREFC's 1Q 2026 BOG Sentiment Index Drops 20% to Baseline Amid Geopolitical Concerns
The CREFC's 1Q26 BOG Sentiment Index fell 20.2% to 100.1, returning to the 2017 baseline, driven by geopolitical tensions from the Iran war. The decline was broad-based, with significant drops in sentiment on rates, liquidity, and economic outlook. Despite this, demand-side indicators remained relatively stable, suggesting underlying market activity is intact.
Topics: Commercial Real Estate Economic Outlook Geopolitical Events Interest Rates Market Sentiment