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
Real estate markets stabilizing as values rebound and investment activity strengthens
- Global private real estate values have increased for five consecutive quarters, with total returns positive across all 21 countries in Q2 2025, marking a clear turn from the 2022-2024 correction
- Transaction volumes are recovering, reaching $739 billion over the trailing year across major markets - a 19% increase year-over-year as investors look to rebalance portfolios following the denominator effect
- Real estate debt markets present attractive opportunities as lending risk falls with stabilized capital values, though tighter pricing and lower loan-to-value ratios reflect the new norm amid strong competition for quality assets
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.