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.
Real estate
Q4 2025 Global Trends and Tactics :
Real estate opportunities and risks in the current environment
U.S. real estate fundamentals strengthen as next cycle begins following substantial de-risking
- The U.S. economy continues to expand at a solid 2.8% annualized pace in Q3 2025, supported by AI infrastructure investment, though job growth has moderated, prompting the Federal Reserve to resume interest rate cuts
- Transaction volumes increased 17% year-over-year in Q3 2025 as pricing stabilizes across property types, with institutional investors below target allocations creating opportunities in a repriced asset class offering improved entry yields
- Sector opportunities are widespread as most markets now show vacancy rates below long-term averages, with medical office buildings, grocery-anchored retail, and affordable housing particularly well-positioned to benefit from structural demand drivers and constrained supply pipelines
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 dedicated housing impact investments in the U.S. to combat the shortage of affordable housing.
Register to watch the exchange between Chad Phillips, the newly appointed Global Head of Nuveen Real Estate, and Jenny Du, Global Chief Operating Officer of Nuveen Real Estate as they discuss the future of the real estate market, the vision for the platform, and strategic growth priorities.
