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Real estate
Q1 2026 Global Trends and Tactics:
Real estate opportunities and risks in the current environment
U.S. real estate enters new cycle with stabilized values and decade-low supply setting stage for strong fundamentals across sectors
- U.S. core real estate values have stabilized after a 25% decline, posting six consecutive quarters of positive total returns through Q4 2025, with transaction volumes up 23% year-over-year in Q4 as institutional investors deploy capital into a repriced asset class
- Supply constraints support favorable fundamentals with annual deliveries projected at lowest levels in over a decade across multifamily, industrial, and retail, while vacancy rates in most markets now sit below long-term averages
- Strategic opportunities span medical office buildings with 93% occupancy and limited construction starts, grocery-anchored retail benefiting from positive NOI growth, and industrial assets where light warehouses show 7.0% vacancy versus 10.7% for bulk facilities
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