U.

U.S. commercial real estate surges in early 2026. Real Capital Analytics data reveals first quarter transaction volumes reached $135.8 billion, marking a robust 27 percent year-over-year increase. March performance was particularly strong with volumes climbing 40 percent compared to the same month last year. January and February figures were also revised significantly higher to 24 percent and 18 percent growth respectively, indicating market activity exceeded initial expectations. This acceleration in deal completion demonstrates strengthening confidence in the commercial real estate sector despite earlier geopolitical concerns that could have dampened activity. The sustained momentum across all three months suggests investors and developers maintain positive outlooks for property investments and economic conditions moving forward.