CBRE's drop is especially alarming given that the only other times the stock has tumbled further was during Covid and the height of the global financial crisis, according to Oppenheimer.

Real estate stocks tied to office buildings are under renewed pressure as investors grapple with a shifting workplace reality—one that

On Wednesday, the group was the latest to get caught up in what Rahmani calls the “AI scare trade,” after investors rushed to dump shares of software firms, private credit companies, wealth managers and insurance brokers within the span of just over a week.

AI fears gripped equity markets once more to trigger a fresh sell-off on Thursday.

The real estate sector is moving back into the conversation in 2026. After years of higher interest rates and pressure on property valuations, the backdrop is now starting to look more balanced.

A big move higher for real-estate stocks on Thursday was helping the S&P 500 offset selling pressure in tech. The S&P 500's real estate sector was up 2.1% in early trading, on pace for its best daily gain since April 22,

Opendoor Technologies ( OPEN +3.62%) made waves in the stock market last year with some incredibly volatile moves. Despite some big pullbacks, the company's share price is still up more than 260% over the last 12 months of trading. On the other hand, the stock is also down 52% from its 52-week high.

On January 14, commercial real estate services firm CBRE published a detailed report on the U.S. real estate market outlook for 2026.