Real Estate Trends and Insights

Changing interest rates, a post-Covid shift in demand and climate change are disrupting the way professionals evaluate, invest in and manage real estate. To achieve sustainable success, real estate leaders must closely examine the fundamental factors shaping the market, including economic, demographic, employment and climate trends, as well as financial, sector, travel and spending factors.

Access our analysis that encompasses both the big picture and deep dive, to optimise your location decisioning and build resilience into your real estate strategy.

Housing policy outlook clears after Federal Election in Australia

Saturday’s Federal Election decisively delivered a second term for the Albanese government, clearing up the policy outlook.

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New indices offer insights into real estate sentiment

Our new suite of sentiment indices show global CRE sentiment has deteriorated significantly this year.

Read more: New indices offer insights into real estate sentiment

Silver lining for China’s residential real estate sector

Residential real estate commencements (floor area) are expected to pick up over 2025. However, activity will remain at structurally lower levels, with Chinese authorities expected to maintain their goal to clamp down on speculative demand.

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Tariffs dent Europe’s CRE forecasts – industrial hit hardest

We have trimmed our all-property capital growth forecast to 1.5% pa over 2025-2026. The industrial property sector is set to be hit hardest.

Read more: Tariffs dent Europe’s CRE forecasts – industrial hit hardest

Downside risks for Asian industrial real estate markets

The ‘liberation day’ tariffs have been postponed, but the existing tariffs and those likely forthcoming present significant downside risks for most Asian industrial real estate markets. Reduced business investment, weaker confidence, and risk-off sentiment alone will inflict a demand shock on industrial and logistics operators, with expansion plans likely on hold.

Read more: Downside risks for Asian industrial real estate markets

Australia’s housing policy looks to fix symptom, not cause

Housing will be a key battleground in May’s Federal Election, with both the incumbent Labor Government (ALP) and the Coalition (LNP) firming their stances in recent days.

Read more: Australia’s housing policy looks to fix symptom, not cause

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