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AEW research.

Research published by AEW, indexed and attributed by Global Real Estate Intelligence. We summarise briefly, credit the source, and link to the original.

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AEWreport

Essential Housing Research Perspective

Q1 2026 Essential Housing Research Perspective covering the U.S. essential/affordable housing market.

Affordable HousingMultifamilyU.S. National
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AEWreport

Momentum Fractures Across Markets

Q1 2026 APAC economic and property market outlook.

EconomyAsia-Pacific
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AEWreport

The Search for Growth - U.S. Research Perspective

AEW's U.S. economic and property market outlook covering office, apartment, industrial, and retail fundamentals alongside macro context on growth, inflation, labor, and Fed policy.

OfficeMultifamilyIndustrial & LogisticsU.S. National
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AEWreport

New Logistics Demand Drivers Offset Impact from Iran Conflict - Europe Research Perspective

AEW's European research perspective examining how new logistics demand drivers are offsetting geopolitical pressures, with implications for industrial real estate fundamentals across the region.

Industrial & LogisticsEconomyEurope
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AEWreport

2026 US Market Outlook: Shifting Balance of Risk?

AEW's 2026 U.S. outlook frames the year as normalization rather than boom or bust, with seniors housing the breakout sector and office facing durability concerns despite higher yields.

OfficeRetailHospitalityU.S. National
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AEWreport

2026 European Outlook - Navigating The Winds of Change

AEW's European outlook across 20 countries projects prime all-sector returns of 8.4% p.a., with the UK ranked highest at 10.3% and office the best-performing sector, amid recovering transaction volumes.

OfficeMultifamilyIndustrial & LogisticsEuropeUnited Kingdom
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AEWreport

Asia Pacific Research Perspective Q3 2025

Real estate investment sentiment across Asia Pacific shifted more positively in Q3 2025 as interest rates eased and capital flowed back into the market. Australia, Singapore and South Korea each recorded transaction growth of 30 to 40 percent compared with the prior year.

Capital MarketsOfficeIndustrial & LogisticsAsia-PacificAustralia
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AEWreport

U.S. Research Perspective Q3 2025

AEW reports that aggregate U.S. commercial property transaction volume through Q3 2025 ran more than 15 percent ahead of the prior-year pace, with investor return expectations for most property sectors clustered near 7.0 to 7.5 percent. Seniors housing and office represented the upper and lower bounds of expected returns respectively.

Capital MarketsOfficeRetailU.S. National
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AEWreport

U.S. Research Perspective Q2 2025

Apartment leasing momentum accelerated through the first half of 2025 as elevated mortgage rates restrained both renter transition to ownership and sales by existing owners. Aggregate demand for retail property slowed materially amid heightened economic uncertainty, increased bankruptcies and store closures.

MultifamilyRetailCapital MarketsU.S. National
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AEWreport

Asia Pacific Research Perspective Q2 2025

AEW's second quarter 2025 Asia Pacific perspective reviews regional real estate fundamentals and capital markets activity as monetary conditions began to loosen across major markets.

Capital MarketsOfficeIndustrial & LogisticsAsia-Pacific
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AEWreport

U.S. Research Perspective Q1 2025

AEW's first quarter 2025 perspective assesses U.S. property fundamentals and pricing as the market entered a recovery phase. The report tracks institutional investor return expectations across the major sectors amid still-elevated interest rates.

Capital MarketsOfficeIndustrial & LogisticsU.S. National
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AEWreport

2025 European Outlook

AEW projects European real estate investment volumes to recover to roughly 200 billion euros in 2025 from an estimated 170 billion euros in 2024. Eurozone industrial output growth is expected to gain momentum into 2025 and 2026 as consumer spending gradually recovers.

Capital MarketsIndustrial & LogisticsRetailEurope
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Global Real Estate Intelligence is a neutral index of publicly available research. All rights in AEW’s work remain with AEW; we link to the original.