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.
TOOLS
Login to access your documents and resources.
Real estate
Q4 2025 Global Trends and Tactics :
Real estate opportunities and risks in the current environment
European markets had a soft year as sentiment builds for stronger 2026 performance
- Europe's economy has weathered geopolitical headwinds with GDP growth forecast at 1.3% in 2025, while inflation hovers around target and the trade agreement with the U.S. provides foundation for moderate improvement into 2026
- Investment markets moved sideways through 2025 with volumes, yields and capital raising broadly stable, demonstrating resilience despite global uncertainty, while improving investor sentiment signals recovery potential for the year ahead
- Occupier markets remain resilient with supply discipline maintaining favorable market balance—rental growth continues positive across all sectors, particularly benefiting prime offices in CBD locations and logistics assets in core submarkets
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 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.
Explore our dedicated housing impact investments in the U.S. to combat the shortage of affordable housing.