11Research pieces indexed
Latest Jun 11, 2026

Global Real Estate Intelligence is a neutral index of publicly available research. All rights in Invesco’s work remain with Invesco; we link to the original.
Slight overweight to real assets as real estate valuations approach trough.

Invesco presents a three-question framework for real estate investors to distinguish material macroeconomic developments from transient market noise.

Invesco's Global Head of Commercial Real Estate Credit discusses diversification strategies, sector strength, and risk mitigation approaches in real estate credit markets.

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 white paper sets out Invesco Real Estate's house view across global markets following the recent pricing correction, anticipating a period of yield stability. It identifies sectors and regions positioned for rental growth and recovery into 2026.

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.

Three-part case for US REITs: high domestic revenue, defensive sector mix (healthcare, residential, needs-based retail) and attractive valuations versus broad equities.

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.

Invesco's Listed Real Assets team's recurring commentary on the listed real estate market and outlook, covering market and sector performance, sub-sector reviews and regional forecasts.

Invesco examines global commercial real estate performance amid shifting trade patterns, tariffs, and economic growth headwinds, with focus on income-yielding sectors.

Invesco examines shifts in commercial real estate performance amid global trade disruptions and economic headwinds, assessing sector positioning by income yield.
Property types that turn up most often in Invesco’s published research.
Geographies that turn up most often in Invesco’s published research.