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Schroders Capital Global Real Estate Lens Q3 2025: your go-to guide to global property markets
Improvements in pricing, valuations and deal activity are evident but have moderated given geopolitical uncertainties.
Zobacz cały raportSchroders Capital Real Estate Lens: Q3 2025
16 strony
Authors
Kieran Farrelly
Global Chief Investment Officer, Real Estate & Head of Real Estate Solutions
Our quarterly Global Real Estate Lens summarises the key data and trends for prevailing economic and capital market conditions, real estate occupier markets, and private real estate debt markets.
In our latest report, we highlight continued signs of real estate market improvements across transaction pricing, valuations and deal activity modestly higher in the second quarter. Global private equity real estate fundraising is also recovering.
Key takeaways from the Global Real Estate Lens Q3 2025 are:
- The fears that tariffs would re-stoke inflation have been eased, although material further rate cuts are not expected despite a softening economic outlook.
- The fluid nature of tariff announcements since early April that have triggered market volatility have only now started to become evident in private real estate datapoints.
- Private real estate sentiment indicators have moderated over 2Q’25, as highlighted by the INREV sentiment indicator for European real estate prospects, which showed a notable decline. Its investment and liquidity sub-indicator fell steeply but was offset by views over leasing prospects.
- Rental income levels remain well supported by generally tight supply conditions with future pipelines constrained by elevated construction costs and macro uncertainties.
- Deal activity increased slightly over 2Q’25 but remained at subdued levels.
- Real estate pricing continued its recovery in 2Q’25 for both the US and Europe, albeit modestly with sector divergences remaining.
- There is a similar picture for private real estate valuation movements which are showing growth on a broader basis, reflecting the public market repricing experienced in prior quarters.
- Private real estate equity fundraising is recovering in 2025 thus far and already reflects 85% of recorded levels in 2024.
Zobacz cały raportSchroders Capital Real Estate Lens: Q3 2025
16 strony
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Authors
Kieran Farrelly
Global Chief Investment Officer, Real Estate & Head of Real Estate Solutions
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