Research Briefing | Dec 6, 2023

CRE key themes 2024 – A year of transition

After a difficult 2023, we think five key themes will shape the outlook for commercial real estate next year:

  1. Global growth will be sluggish, but rate cuts offer an upside for CRE.
  2. 2024 will be a year of transition for CRE values.
  3. Opportunities will start to emerge but mostly in the industrial sector.
  4. REITs will outperform the private market again.
  5. New supply across all sectors and regions will be slow.

Fill in our form to download the report. To download the infographic, please click here.

Tags: Commercial Real EstateConstructionCREHousingInterest ratesInvestment strategyKey themes 2024Policy RatesPrivate MarketRate HikesReal EstateReal Estate PerformanceREIT
Back to Resource Hub

Related Posts

Shrinking development pipeline supports CRE rental growth in Europe

Shrinking development pipeline supports CRE rental growth in Europe

Europe’s shrinking development pipeline is tightening vacancies and lifting rental growth across key CRE sectors. Which cities and regions are set to grow fastest?
Slower CRE inventory growth ahead for most US metros

Slower CRE inventory growth ahead for most US metros

The near-term surge in inventory growth increases the risk of additional strain on space market fundamentals in certain metros.
A higher 10-year will dampen the US CRE pricing recovery

A higher 10-year will dampen the US CRE pricing recovery

We expect the 10-year Treasury yield to be elevated over the near term as tariffs and other factors keep the…