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.
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Valuations have reset across sectors, with industrial, logistics and living formats showing the strongest fundamentals amid constrained new supply.
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Tight construction pipelines and rising development costs are driving a cost-push effect on rents, supporting income resilience.
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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.
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