Authored by Schroders Capital’s real estate team, this outlook distills the emerging recovery across global property markets and the repricing now shaping investor opportunity.
-
Valuations have reset across sectors, with industrial, logistics and living formats showing the strongest fundamentals amid constrained new supply.
-
Tight construction pipelines and rising development costs are driving a cost-push effect on rents, supporting income resilience.
-
Recapitalisation, value-add and operational strategies are gaining traction as liquidity gaps and balance-sheet pressures create entry points.
Explore the full report to see how these shifts may shape sector leadership and portfolio positioning in the next investment cycle.
To read this article, you need a subscription to Investment Officer. If you don't have a subscription yet, click on 'Subscribe' to see the various subscription options.
