美洲
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Demand for data centers continues to surge, driven by rapid growth in artificial intelligence and cloud computing, even as power shortages and supply bottlenecks limit expansion. With national vacancy below 2% and most facilities pre-leased before completion, constrained capacity is keeping rents elevated and development competitive. Growth is increasingly concentrated in markets with reliable energy access, underscoring how power availability is defining the next phase of digital infrastructure investment.

With the first baby boomers turning 80 in 2026, demand for senior housing is approaching a historic inflection point. Limited new supply, evolving care models and shifting consumer preferences are driving record-high occupancy levels. Developers are diversifying offerings, from active adult “independent living lite” communities to wellness-focused and tech-enabled facilities.

Self-storage continues to evolve into a hybrid asset class with broader appeal. Demand is being propelled by housing constraints and lifestyle trends favoring flexibility. A new subsegment, storage condos, is emerging as a unique investment opportunity for individuals and small businesses, blending industrial and personal-use space in innovative ways.
Following a strong rebound in 2024, the student housing sector is now navigating a more complex outlook. Simplified federal financial aid, a record high school graduating class, and robust international enrollment in US higher education combined to deliver the strongest gains in years. Student housing mirrored that growth, with near-record absorption, high occupancy, and steady rent increases. Yet, as demographic headwinds, ongoing visa delays, and rising construction costs emerge, the sector now enters a complex and uncertain phase.
The office sector is stabilizing as top-tier buildings in major markets capture record rents, even as overall valuations remain far below pre-pandemic peaks. Lower-quality and less central properties continue to face elevated vacancies, reflecting a widening divide between trophy assets and struggling stock. This bifurcation, by both building class and geography, suggests that recovery will be selective and uneven across the sector

Top 10 Markets to Watch in 2026

Each year, the Emerging Trends survey asks industry participants to rate markets for investment and development prospects in 2026 across property types, and to rate aspects of their local markets. Dallas-Fort Worth remains at the top of the Markets to Watch for the second year running.

1. Dallas-Fort Worth
2. Jersey City
3. Miami
4. Brooklyn
5. Houston
6. Nashville
7. Northern New Jersey
8. Tampa-St. Petersburgh
9. Manhattan
10. Phoenix

关于房地产®中的新兴趋势

新兴趋势 in Real Estate® 是房地产和土地使用行业最受推崇的年度行业展望之一,由普华永道和城市土地学会联合发布。通过结合数百名行业专业人士的访谈和调查回复,该报告按地区提供了对房地产投资、发展趋势和资本市场的深入展望。该报告有四个版本:美洲、亚太地区、欧洲和全球。自 2003 年以来发布的所有新兴趋势 in Real Estate® 报告均可在 Knowledge Finder 上找到。

城市土地学会和普华永道

新兴趋势 in Real Estate® 由城市土地学会和普华永道联合赞助。自 2003 年以来,城市土地学会和普华永道合作编制了最全面的房地产和土地使用行业报告之一。普华永道是一个由遍布 158 个国家/地区的公司组成的全球网络,拥有超过 236,000 名员工,致力于提供高质量的保证、咨询和税务服务。了解更多关于普华永道的信息,请访问pwc.com .

 

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