Navigating 2026: North America and Global Real Estate Outlook
18-Feb-2026
Real estate is entering its most significant cycle in over ten years. Are you prepared for what lies ahead?
Join Champion Reza Etedali from YPO Gold Pacific US At Large for a timely discussion on real estate investing in 2026 with seasoned professionals Kenneth Bernstein, Michael Elrad, and Sonny Kalsi. After more than a decade of inexpensive capital, the sector now faces a landscape shaped by higher interest rates, reduced liquidity, and changing global dynamics. As 2026 approaches, thoughtful investors must focus on what truly matters: clarity, patience, and conviction. This is an opportunity for YPOers to gain a clear understanding of the forces shaping real estate across regions and sectors. The discussion will explore how capital is flowing through today’s debt and equity markets, where genuine opportunities are emerging, and where distress signals potential value. Speakers will examine the long-term effects of interest rates, demographic shifts, and geopolitical realignment, as well as how trends from North America, India, and Europe are influencing the next global cycle.
By attending this session, you will:
- Understand what’s driving movement in today’s debt and equity markets.
- Explore how interest rates, demographics, and geopolitics shape long-term real estate value.
- Identify where distress, value, and growth potential are emerging across major property types.
Invest with confidence in a rapidly changing market.