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    Colliers International Group (TSX:CIGI) Sees Retail Vacancy Tighten As Undervalued View Faces A Test

    Simply Wall St·10/15/2026 02:27:42
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    Colliers International Group (TSX:CIGI) drew fresh attention after reporting that national retail vacancy declined to 4.3% in Q3 2026. Tight new supply, along with higher construction and financing costs, is shaping rent expectations.

    For Colliers International Group, the latest share price of CA$122.67 comes after a steep year to date share price decline of 38.48%, with the 90 day share price return down 14.38%, and the 1 year total shareholder return falling 43.47%. This is despite a slightly positive 3 year total shareholder return of 1.58%, which points to fading momentum even as the recent retail vacancy update shapes how investors weigh future rent prospects against past performance.

    Capitalize on the tightening retail real estate theme by scanning a hand picked 7 high quality undervalued stocks that combine income resilience with balance sheets built to handle slower deal activity.

    After a share price slide this steep, Colliers International Group now forces a choice. Do you step in at CA$122.67, or wait and see whether the valuation resets even lower before the next phase of the story unfolds?

    Most Popular Narrative: 36% Undervalued

    Set against the latest close of CA$122.67, the most followed Colliers International Group narrative anchors fair value at CA$192.17. The current quote sits well below that view while still relying on ambitious execution around growth, margins and capital allocation.

    The growing interest from institutional and private wealth channels in alternative asset classes such as data centers, student housing, infrastructure, and credit solutions is driving segment diversification and AUM growth in the investment management business, supporting future recurring fee revenue and higher net margins.

    Ongoing urbanization and expansion in metropolitan regions globally are sustaining demand for commercial real estate services and large-scale engineering projects, as evidenced by a strong, diversified engineering backlog and continued high single-digit organic revenue growth, which should drive both top-line revenue growth and margin enhancement.

    See why 6 investors see Colliers International Group as 36% undervalued.

    Result: Fair Value of CA$192.17 (UNDERVALUED)

    Still, this upbeat Colliers International Group narrative can unravel if industrial leasing stays weak or if frequent acquisitions increase costs and complicate integration.

    Find out about the key risks to this Colliers International Group narrative.

    Next Steps

    So far, the messages on Colliers International Group are mixed. If you want to move quickly and avoid distractions, consider both the 2 key rewards and 1 important warning sign.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.