Drawing on analysis from UBS Asset Management’s global real estate research team, this publication examines how macro shifts, sector dynamics, and capital flows are reshaping property markets as the cycle turns
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Global real estate values have stabilized after a shallow recovery, with higher debt costs and office sector adjustment delaying a broader rebound.
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Relative pricing appears more compelling versus equities, while fixed income remains the closest competitor in a higher-rate regime.
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Structural themes—AI-driven office bifurcation, residential supply constraints, and refinancing pressure—are creating uneven but actionable opportunities.
Which segments and strategies are best positioned as real estate moves from uncertainty toward a more durable recovery?
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