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Real estate
Q4 2025 Global Trends and Tactics :
Real estate opportunities and risks in the current environment
U.S. real estate fundamentals strengthen as next cycle begins following substantial de-risking
- The U.S. economy continues to expand at a solid 2.8% annualized pace in Q3 2025, supported by AI infrastructure investment, though job growth has moderated, prompting the Federal Reserve to resume interest rate cuts
- Transaction volumes increased 17% year-over-year in Q3 2025 as pricing stabilizes across property types, with institutional investors below target allocations creating opportunities in a repriced asset class offering improved entry yields
- Sector opportunities are widespread as most markets now show vacancy rates below long-term averages, with medical office buildings, grocery-anchored retail, and affordable housing particularly well-positioned to benefit from structural demand drivers and constrained supply pipelines
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