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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Q4 2025 Global Trends and Tactics :
Real estate opportunities and risks in the current environment
Asia Pacific fundamentals improving as accommodative policies underpin growth prospects
- Overall economic growth outlook is improving but with uneven performance: Australia and South Korea projected to accelerate in 2026 while China continues to face headwinds. Accommodative fiscal and monetary policies to mitigate trade tariff risks
- Investment sentiment is strengthening following positive tariff outcomes and declining interest rates, with institutional investors showing heightened interest in prime office assets across Australia, Japan and South Korea where fundamentals remain robust
- Alternative sectors continue to outperform with student housing and senior living investment volumes surpassing full-year 2024 levels, while residential markets in Japan and Australia show sustained rental increases supported by strong demographic inflows and structural supply constraints
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