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Real estate

Q3 2025 Global Trends and Tactics :

Real estate opportunities and risks in the current environment

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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.

Click below for regional highlights

Ongoing risks but there is a policy buffer

  • Encouraging Q2 GDP growth across the region, primarily driven by front-loaded trade activity ahead of tariff deadlines, but near-term downside risks persist due to uncertain global demand and heightened tariff barriers
  • Investors are strategically allocating capital toward sectors perceived to carry less downside risk
  • Accommodative monetary policies will mitigate negative growth impacts from trade tensions
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