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.
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Real estate
Q2 2026 Global Trends and Tactics:
Real estate opportunities and risks in the current environment
U.S. returns positive for last seven quarters amid improving values
- Most retail and medical outpatient markets have vacancies below long-term averages. The industrial market is near equilibrium with most vacancies concentrated in larger properties and with light industrial space particularly tight. The wide spread in vacancies across all property types highlights that there are opportunities in each sector.
- The number of new projects getting started has dropped significantly across sectors, which will bode well for future fundamentals as new supply will become less of a headwind.
- Momentum in deal activity continued at the start of 2026, as sales volume grew 27% year-over-year in Q1 2026.
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