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