2026 Global Real Estate Views​

A COMPELLING VINTAGE:​ FINDING VALUE EARLY IN THE CYCLE

Download here

Heightened uncertainty continues to weigh on the near-term outlook for global real estate markets, but a new cycle is underway, and realestate offers an attractive combination of cash flow generated by resilient, basic needs-driven demand and growth potential. ​

1. CAPITALIZE ON UPSIDE POTENTIAL​

2026 is set to be the strongest investment vintage in this cycle. Whether basicneeds investing for everyday life or targeting market momentum, values are set torise further from a low base. ​

2. TAKE A FOCUSED APPROACH​

Investors need to be selective about where to deploy capital as gaps betweenwinners and losers widen.​

3. DIVERSIFY TO MANAGE RISK​

Risks are out there, but diversifying by region, sector, and capital type builds aresilient portfolio.​

A Compelling Vintage: Finding Value Early in the Cycle

Everyday Life

Everyday Life

Real estate investment opportunities that lean into the resilience of basic needs demand, comprised predominantly of strategies focusing on delivering the living space and critical urban infrastructure that households need for everyday life.

MARKET MOMENTUM​

MARKET MOMENTUM​

Despite elevated global risks, liquidity is improving and there are significant opportunities related to the anticipated upward momentum of cyclical valuations, supporting strategies targeting leasing growth, capex deployment, and capital stack restructuring.

Webinar Replay: 2026 Global Real Estate View

Watch the latest webinar featuring Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco

Discover More

Access proprietary insights and perspectives from the team of global strategists, portfolio managers and researchers.

Learn more