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
Q1 2026 Global Trends and Tactics:
Real estate opportunities and risks in the current environment
Asia Pacific fundamentals strengthen as accommodative policies and improving sentiment drive recovery across key markets
- Economic outlook improving with 2026 growth forecasts steadily upgraded across major markets and resilient labor markets below 10-year unemployment averages supporting domestic demand despite geopolitical uncertainties
- Investment activity strengthened in H2 2025 with volumes up 36% versus H1, led by 30-40% growth in Australia and South Korea, as lower interest rates improve conditions
- Sector opportunities concentrate in prime office markets (Tokyo, Seoul, Sydney) benefiting from low vacancy and flight-to-quality demand, infill logistics near population centers, and alternative sectors including Australian PBSA supported by an increase of 25,000 in the 2026 intake of new international students and senior living driven by aging demographics
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