What's driving demand for alternative CRE sectors in 2026



11 Dec 2025

Newmark’s President of Capital Markets, North America, Chad Lavender, breaks down the sector-by-sector changes that are redefining today’s capital markets. From the surge in data center demand to senior housing’s NOI outperformance and the resurgence of banks in lending, Chad share a well-defined read on where CRE capital is actually flowing, and why it matters heading into 2026.


Resources mentioned:

Chad Lavender

Newmark Capital Markets

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Chapters

  • 01:34 Chad Lavender's career journey

  • 05:08 Overview of Newmark Capital Markets

  • 07:35 Current trends in US CRE capital markets

  • 16:40 Deep dive into alternative sectors

  • 20:26 Healthcare and senior housing insights

  • 25:19 Data centers and life sciences

  • 31:39 Medical office, SFR, and BTR

  • 36:35 Alternatives on the move and market structures

Your guest and hosts

Chad-Lavender-500x500's Profile
Chad Lavender

President of Capital Markets, North America

Newmark

People - Omar Eltorai's Profile
Omar Eltorai

Senior Director of Research

Altus Group

Cole Perry's Profile
Cole Perry

Associate Director of Research

Altus Group

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Disclaimer


This publication has been prepared for general guidance on matters of interest only and does not constitute professional advice or services of Altus Group, its affiliates and its related entities (collectively “Altus Group”). You should not act upon the information contained in this publication without obtaining specific professional advice.

A number of factors may influence the performance of the commercial real estate market, including regulatory conditions and economic factors such as interest rate fluctuations, inflation, changing investor sentiment, and shifts in tenant demand or occupancy trends. We strongly recommend that you consult with a qualified professional to assess how these and other market dynamics may impact your investment strategy, underwriting assumptions, asset valuations, and overall portfolio performance.

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