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The 2026 Europe outlook details country, capital, sector and submarket specific opportunities as the regional market emerges from the value reset into a new investment cycle.
A total of 17.5 billion pounds was traded in UK commercial property in Q4 2025, a 78 percent increase quarter-on-quarter and 13 percent rise year-on-year, roughly 32 percent above the five-year quarterly average. Industrial investment rose sharply while office and retail activity also recovered.
The outlook projects commercial real estate lending rising to 805 billion dollars in 2026, a 38 percent increase over the 583 billion seen in 2025. Peak maturity volumes of 875 billion are forecast for 2026, keeping refinancing risk elevated even as multifamily fundamentals improve.
The global outlook synthesized the United States and Canada, Europe and Asia Pacific editions, offering a cross-regional view of investment and development prospects for 2026.
Newmark's fourth quarter 2025 industrial report tracks net absorption, vacancy, leasing and investment sales activity. Demand continued to favor modern, efficient facilities as occupiers upgraded supply chains.
TPG CEO Jon Winkelried surveys the 2026 macro outlook across policy, interest rates, and AI, and explains why he sees real estate as one of the more interesting investing opportunities ahead.
Principal characterized the CRE cycle as having moved into recovery with returns diverging sharply across sectors, regions and strategies, signaling an alpha-driven environment requiring careful asset and market selection.
Invesco argues listed real estate enters 2026 with improving fundamentals, attractive valuations and sector-specific opportunities. Restrained development pipelines and accelerating growth expectations provide a favorable setting for active managers.
The overall capitalization rate for the four benchmark asset classes eased 1 basis point to 5.92 percent in the fourth quarter of 2025. Halifax, Vancouver and Toronto led investor preference, with food-anchored retail strips remaining the most sought-after property type for an eighth consecutive quarter.
Brookfield makes the case that asset-based finance remains underpenetrated by private capital, but that this is about to change. The piece looks beyond direct lending to the broader private credit opportunity set.
The December 2025 RCA CPPI release reports the National All-Property Index up 2.4 percent from a year earlier, with recent momentum stronger as the annualized change averaged 9.7 percent over the prior three months. The indexes cover the major property sectors and US metros.
The GREFI All Funds Index, produced with INREV and NCREIF, was positive for the fifth consecutive quarter in Q3 2025 with a total return of 0.89 percent, down 13 basis points from 1.02 percent in Q2 2025. All regions recorded positive returns, with Asia Pacific leading, and core funds outperformed non-core peers.
KKR's 2026 Private Markets Outlook explores high-grading portfolios for quality and resilience. It lays out the firm's latest cross-asset views spanning private equity, infrastructure, real estate and credit.
KKR's RIA survey finds that private market investments no longer fit the 'alternative' label given how many advisors now use them in portfolio construction. It reports that the share of RIAs planning to increase allocations to private real estate rose sharply year over year.
Nareit's 2026 outlook addresses persistent public-private and REIT-versus-equity valuation divergences, arguing that past cycles suggest the coming convergences will favor REIT outperformance after a volatile 2025.
Brookfield's credit outlook contends that continued investor appetite for private credit underscores confidence in the asset class. The piece makes the case for disciplined underwriting and a focus on asset quality across market cycles.
Ares argues real estate is entering a new phase, with liquidity returning and values stabilizing across key sectors. Structural trends from AI-driven infrastructure to evolving housing demand are creating entry points for investors at an inflection point.
CRED iQ records a November 2025 CMBS distress rate of 11.6 percent, with non-performing matured loans comprising the largest share of the distressed universe and office exhibiting the highest sector stress.
In its 20th edition, the report signaled a cautiously optimistic outlook with Tokyo ranked the top city for investment for the third consecutive year, followed by Singapore, Sydney, Osaka and Seoul.
The INREV Quarterly Fund Index measures the net asset value performance of European non-listed real estate funds, with returns measured net of fees and costs across core and value-added strategies.
Hines evaluates the European office market's near-term outlook, focusing on high-quality, centrally located prime assets positioned to drive strong investment performance.
Brookfield's annual investment outlook argues that 2025 was the year the real estate market reopened and 2026 will reward tactical investors as liquidity rebounds, with focus areas spanning housing, logistics, data centers and hospitality across the equity and credit portions of the capital stack.
Montagu Evans assesses a complex UK economic picture at year-end 2025 with slowing GDP growth and easing inflation, noting resilience in Central London leasing and selective investor appetite in industrial and residential.
KBRA's November 2025 report tracks delinquency and distress rates across KBRA-rated US private label CMBS, with continued pressure in the office and multifamily sectors.
The CCRSI reported repeat-sale prices rising in October 2025, indicating firming pricing momentum across the value-weighted and equal-weighted composite indices.
The quarterly survey aggregates independent forecasts for UK commercial property rental value growth, capital value growth and total returns across sectors through 2029.
Clarion's third quarter 2025 update tracks stabilizing values and income-driven performance across U.S. property. The firm believes the market is embarking on a new cycle following a peak-to-trough value decline of 18.7 percent.
The quarterly snapshot of UK real estate market trends features retail warehousing as the theme in focus.
In its 23rd edition, the report found sentiment shifting from cautious optimism to pragmatism, with the share of leaders concerned about deglobalisation more than doubling to 70 percent, while London, Madrid, Paris and Berlin led the city rankings.
Hines' flagship annual outlook argues global real estate stabilizes and enters a new growth cycle, offering institutional investors strategic analysis of cross-sector and cross-market opportunities for 2026.
Knight Frank's Active Capital survey captured the views and investment intentions of 119 of the world's largest global real estate investors, tracking 144 billion dollars of capital.
Barings outlines plans to deploy approximately 2 billion euros of equity capital into Europe's next real estate cycle, focusing on residential and logistics where fundamentals remain strong.
Savills tracks UK commercial investment activity and pricing across sectors. UK 2025 investment volume reached 54 billion pounds, 4 percent up on the prior year.
The 47th edition of the PwC and Urban Land Institute report draws on insights from more than 1,700 real estate investors, developers and lenders across the United States and Canada. Dallas-Fort Worth ranked first among markets to watch, with data centers, senior housing and self-storage flagged as growth sectors.
KBRA reports the delinquency rate among KBRA-rated US private label CMBS rose to 7.9 percent in October 2025, with 1.7 billion dollars in loans newly added to distress and multifamily seeing the highest new volume.
Part of the 'Demystifying Private Credit' series, this piece argues that across the Global Financial Crisis and the COVID pandemic, direct lending was less volatile than equities and other debt sectors and outperformed on a risk-return basis. It frames private credit's counter-cyclical lending as a component of economic resilience.
The third quarter 2025 NPI press release reports continued stability in institutional returns across the major property types, with income returns holding steady.
A total of 161 senior executives responded to the October survey, with borrowing conditions continuing to improve while most respondents reported an unchanged market.
Conducted in August 2025 and published in the September 2025 Summit Journal, the H2 2025 survey reports global investor sentiment and predictions for US commercial real estate.
Brookfield argues the real estate recovery is underway, with an active credit market supporting a rise in transactions. The firm sees selectivity and operational value creation as the keys to returns as the asset class moves into a new cycle.
CRED iQ's third-quarter 2025 market update reviews CMBS distress trends and broader commercial real estate conditions across major property sectors.
NIC reports the senior housing occupancy rate increased 0.7 percentage points to 88.7 percent in the third quarter of 2025, the seventeenth consecutive quarter of increases, with independent living surpassing 90 percent.
Newmark's third quarter 2025 industrial report reviews absorption, vacancy and transaction trends as the sector moved toward stabilization following a period of elevated supply.
The 3Q 2025 Board of Governors Sentiment Index rose 9.3 percent to 122.8 from 112.3 in 2Q 2025, reaching its highest level since 4Q 2024 and solidifying the market's recovery momentum.
The report ranks leading U.S. multifamily investment markets, with U.S. fundamentals stabilizing during the third quarter of 2025 as supply imbalances eased and investment activity climbed.
The Q4 2025 chart pack shows European commercial property valuations holding steady in the third quarter, supported by lower equity dividend yields despite higher government bond yields.
Marcus and Millichap's October 2025 investor insights brief reviews macroeconomic conditions, interest rate expectations and capital markets activity shaping commercial real estate investment decisions.
Altus Group analyzes valuation parameters and capitalization rate movements across benchmark Canadian property types. The analysis tracks pricing shifts shaped by monetary policy and trade conditions.
Allsop partners reviewed Central London commercial market volumes and investor sentiment through Q3 2025, discussing transaction trends and pricing.
Newmark's third quarter 2025 capital markets report tracks transaction volume, pricing and debt market conditions across the major U.S. property sectors as the recovery continued.
The Q4 2025 UK outlook reviews the closing position of the year and the trajectory into 2026, focusing on income-led returns across the living, industrial and retail sectors.
KBRA reports the office delinquency rate decreased 90 basis points to 12.3 percent in September 2025, while overall KBRA-rated CMBS delinquency stood at 7.7 percent.
In its 47th edition, the ULI and PwC report drew on insights from more than 1,700 industry participants, ranking Dallas-Fort Worth as the top Market to Watch for the second year running with continued interest in data centers, senior housing and self-storage.
The Q3 snapshot reports US capital markets showing renewed momentum amid economic uncertainty, supported by strong liquidity and record-setting CMBS activity. It outlines forces shaping capital flows into year end.
The quarterly table compiles index, dividend yield and performance metrics across the FTSE EPRA Nareit listed real estate universe at the third quarter of 2025.
Ares forecasts private credit could hit new milestones in 2026 amid expansion beyond core corporate lending and rising interest from private wealth investors. Larger deal sizes, new asset classes and individual-investor participation are positioning private credit as a mainstream asset class.
The annually updated survey analyzes REIT regimes and tax structures across global markets as of September 2025, providing a reference for listed real estate investors.
Commercial and multifamily mortgage debt outstanding increased 47.1 billion dollars, or 1.0 percent, to 4.88 trillion dollars at the end of the second quarter of 2025. Multifamily mortgage debt rose 27.7 billion dollars to 2.19 trillion dollars.
The quarterly survey aggregates independent forecasts for UK commercial property returns, with West End office leading rental value growth among sectors.
CRED iQ reports the CMBS distress rate reached a record 11.8 percent, driven by maturity defaults and continued stress in the office sector.