The industry's own research.
6 reports
Invesco examines shifts in commercial real estate performance amid global trade disruptions and economic headwinds, assessing sector positioning by income yield.
Invesco examines global commercial real estate performance amid shifting trade patterns, tariffs, and economic growth headwinds, with focus on income-yielding sectors.
Slight overweight to real assets as real estate valuations approach trough.
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 outlook expects housing unaffordability to drive rental demand and tightening vacancies as limited new supply comes online. Data centers, warehouses, manufacturing, senior housing and medical outpatient buildings are positioned to benefit, while high rates and construction costs curb new building.
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.