Economic Update: Inflation, Interest Rates & CRE Market Trends

SVN’s mid May 2026 economic update highlights a mixed economic landscape shaped by rebounding GDP growth, persistent inflation, and heightened global uncertainty impacting commercial real estate markets. While business investment and logistics activity remain strong, elevated energy costs, cautious Fed policy, rising CMBS delinquencies, and softer CRE growth forecasts continue to create headwinds across several property sectors.