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Real estate

Q1 2026 Global Trends and Tactics:

Real estate opportunities and risks in the current environment

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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.

Click below for regional highlights

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 five 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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