We’re wrapping up our 2026 Outlook Series with an analysis of private markets that includes broad coverage of the macroeconomic environment, then a deeper dive into the niche property types we’re watching in 2026. From Rental Housing, Industrial, and Retail to the more operationallydemanding Data Centers and Senior Housing, our commentary spans a wide cross section of private real estate.

Host and Senior Investment Strategist Uma Moriarity is back with Front & Center this week to talk about America’s housing affordability crisis, amid recent policy changes impacting the housing sector. She’s joined by CenterSquare Advisory Board member Joe Gyourko, Martin Bucksbaum Professor of Real Estate, Finance and Business & Public Policy at Wharton who has served as the Director of the Zell/Lurie Real Estate Center and is currently a Nonresident Senior Fellow at the Brookings Institution and a research associate at the National Bureau of Economic Research.

Uma and Joe walk through the history that led us to the housing affordability problems we currently face and discuss some of the tactics that could alleviate the pressure on the housing market.

Our 2026 Market Outlook Series continues with the latestepisode of Front & Center, focusing on the Global REITs market. Portfolio and Regional Managers Matthew Goulding in London and Joachim Kehr in Singapore join host and Senior Investment Strategist Uma Moriarity to break down the various impacts of macroeconomic factors on local REIT markets around the world, and which sectors show the most promise in the year ahead.