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
Investment activity carried the strong momentum established in the preceding year into Q1 2026
- The escalation of Middle East conflict in March, coupled with mounting inflationary pressures and the prospect of a shift in monetary policy direction, prompted investors to adopt a more cautious stance.
- Sector and market selection have become increasingly critical, with prime offices in North Asia and non-discretionary retail in Australia offering relative resilience.
- Capital will gravitate towards modern logistics facilities equipped to support occupier automation, as well as infill assets well-positioned within established urban catchments and key transport networks.
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