Insights

In the aftermath of a volatile macroeconomic year, this article delves into the global real estate outlook for 2024, highlighting some interesting themes across senior housing, retail, industrial, Japan and data centres.

As we near the end of a volatile macroeconomic year, we look at some of the interesting trends in global real estate and consider what's to come. 

While recession is seemingly off the table after a strong September quarter, many are now expecting an interest rate environment that's 'higher for longer'. This article explores what this means for the real estate sector. 

As interest rates rise, investment activity falls, reducing activity across the construction sector. This article discusses the impact interest rates are expected to have on future residential supply. 

With the US economy showing signs of accelerating growth despite rising interest rates, Chris Bedingfield discusses the impact of shelter costs in driving disinflation. 

Being an investor in listed global real estate has been tough of late. With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real estate has soured. 

Apart from the very short COVID-induced downturn in 2020, Australia has largely avoided a material economic recession since 1990-91, where unemployment peaked at almost 12%. As central banks around the world continue their crusade to deliver on their targeted level of unemployed citizens, there have been signs of some deceleration in the Australian economy.

A sequel to our recent Investment Perspectives, Is the Aussie residential market bottoming?, this article explores how residential markets have fared in the US, UK and Canada, and assesses the medium to long-term outlook for housing.

For listed real estate, the fear across markets during March was palpable. One could almost cut it like a knife.