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
Q3 2025 Global Trends and Tactics :
Real estate opportunities and risks in the current environment
Global real estate returns positive last four quarters
- Following a two-year reset, global private real estate values have ticked up for two consecutive quarters. Due to real estate’s stable income return component, total returns have now been positive for four consecutive quarters
- With equities still near all-time highs, many investors are now significantly below their 2021 real estate allocations and below their target weight
- Debt funds are set for an attractive vintage with good risk-adjusted returns. Interest rates remain elevated, demand from borrowers is recovering, assets have re-priced (reducing risk), and banks have repositioned as providers of back-leverage, unlocking higher returns
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