The industry's own research.
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Capital Economics expects UK all-property total returns to average only 7.5 percent per annum over 2025-29, a weak recovery by past standards. Rental growth continues to surprise on the upside while capital value recovery loses momentum.
Carter Jonas projects total all-property return for UK real estate to accelerate to 8 to 9 percent in 2025, which would be the highest figure since 2021, supported by the potential for downward yield movement. Tightening minimum energy efficiency standards are focusing demand toward EPC grade A and B buildings.
The EMEA outlook highlights a significant undersupply of Grade A space across European markets, creating scope for rental growth in high-quality well-located assets. Tightening energy efficiency and sustainability requirements create opportunities to reposition less efficient assets.
Hines argues that 2025 brings attractive opportunities for debt investment in the U.S. office sector, outlining market trends and strategies for risk-adjusted returns.
TPG Real Estate co-heads discuss the rising differentiation between individual real estate sectors and geographies, and how thematic conviction guides their investment selection.
Morgan Stanley sees 2026 as an inflection point for real estate, with lower rates, constrained supply and improving capital markets supporting a recovery in valuations and transaction activity.