Discover the latest quarterly real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
0
Fund 1
Fund 2
Fund 3
Fund 4
Contact us
Contact Nuveen
Thank You
Thank you for your message. We will contact you shortly.
Real estate
Q1 2026 Global Trends and Tactics:
Real estate opportunities and risks in the current environment
U.S. real estate enters new cycle with stabilized values and decade-low supply setting stage for strong fundamentals across sectors
- U.S. core real estate values have stabilized after a 25% decline, posting five consecutive quarters of positive total returns through Q4 2025, with transaction volumes up 23% year-over-year in Q4 as institutional investors deploy capital into a repriced asset class
- Supply constraints support favorable fundamentals with annual deliveries projected at lowest levels in over a decade across multifamily, industrial, and retail, while vacancy rates in most markets now sit below long-term averages
- Strategic opportunities span medical office buildings with 93% occupancy and limited construction starts, grocery-anchored retail benefiting from positive NOI growth, and industrial assets where light warehouses show 7.0% vacancy versus 10.7% for bulk facilities
Stay up to date on our latest research
Real estate
Subscribe now to have our latest real estate insights sent straight to your inbox.
Related articles
Explore the unique potential portfolio benefits that are drawing a growing number of wealth investors to U.S. farmland.
Breaking Down Single Tenant Triple Net Lease: Understanding the benefits and risks vs. diversified core real estate allocations.
Explore our 2026 outlook for detail into our six investment themes for 2026, which collectively offer investors a range of compelling opportunities across risk profiles and geographies.
Contact us
Financial professionals
Individual investors
You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors
Please be advised, this content is restricted to financial professional access only.
Login or register as a financial professional to gain access to this information.
or
Not registered yet? Register
You are about to access our website for visitors outside of the United States.
You are about to access our website for Nuveen Global Cities REIT
You are leaving the Nuveen website.
You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.The Nuveen website for institutional investors is available for you.
You are about to access our website for visitors outside of the United States.
You are about to access our website for Nuveen Churchill Private Capital Income Fund (“NC - PCAP”)
