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
Global Trends and Tactics:
Real estate opportunities and risks in the current environment
Major rate increases seem to be behind us
- Large interest rate increases were the story of 2022. Since then, there has been volatility, but rates are +/- where they ended in 2022 in most countries.
- Global transaction volumes likely bottomed in Q1, with a moderate uplift in Q2 transaction volume in the U.S. and across Europe. Deal activity seems to be picking up in the market and we expect to see stronger transaction volumes in H2 2024 and H1 2025.
- Equities have reached new peaks as private real estate values reset, causing real estate allocations to fall. With many investors now below their target real estate allocations — and with real estate significantly repriced — real estate is beginning to see more interest from investors again.
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