Global Listed Real Estate Markets

The report provides a 2026 outlook for global listed real estate, highlighting earnings recovery, sectoral valuation disparities, and relative performance against equities.

Key Takeaways

• 1.Global listed real estate performance is showing signs of stabilization but remains under pressure from high interest rates and investor preference for technology growth.
• 2.Earnings growth for global listed real estate is projected to improve to 10.9% in 2026, driven by rental indexation and market adjustments.
• 3.Direct real estate properties in the US are currently priced attractively compared to listed companies, offering potential for acquisition-led growth.

Table of Contents

• Views in summary
• Performance by markets and sectors
• Relative performance
• Valuation
• Investment preferences
• Contact and risk information

Document Preview

Page 1 of 1

Subscribe for full accessStart Free Trial