Report
Insights 2025 – View on Real Estate
In Insights 2025, we explore the key trends shaping investment decisions in the year ahead. In this chapter, our team shares their perspective on Real Estate opportunities for 2025.
View on Real Estate Summary
Real Estate markets are stabilising, with valuations now aligned across public and private sectors. While transaction volumes and fundraising remain weak, strong operating fundamentals and tighter supply support a more constructive outlook.
We see the best opportunities in Private Equity Real Estate, digital infrastructure, multifamily, and real estate credit, where dislocation is creating value entry points. Office and hospitality remain challenged, while core funds face capital constraints.
2025 favours disciplined, value-oriented investors able to partner with experienced operators and capitalise on stressed or undercapitalised situations.