Outlook
Outlook 2026 Contents
- CEO Address: Investors are starting to focus back on real estate fundamentals but may need to think and act differently in this cycle.
- Early Cycle Positioning: By targetting strong fundamentals and operational excellence, investors now have an opportunity to move early and create lasting value.
- Living’s Solid Foundations: Known for the stability of bond-like income but with the potential for income growth, the Living sector can still deliver attractive risk-adjusted returns.
- Still Delivering: Challenges face the logistics sector but demand remains amid sustained occupier demand for well-located modern space.
- The Appeal of Secured Lending: Secured real estate lending is standing out as a transparent, collateral-backed, yield-rich strategy that can deliver attractive risk-adjusted returns.
- Retail Reset: With strong income returns and a leaner more disciplined market, retail merits renewed attention and a place back on investors’ shopping lists.
- The Office Opportunity: Tactical investment opportunities are now seen where pricing has reset and income growth is supported by location and a quality ESG approach.
- A Clearer Direction in APAC: With monetary direction across Asia-Pacific clearer, investor sentiment is shifting from “wait and see” to “price and proceed”.
- The Time for Alpha: Japan and Australia show that alpha is built in the front end of the cycle, outperformance will belong to those who move before the recovery matures.
- The Value of ESG: Responsible investment is proven to be a smart strategy for creating enduring value and targeting measurable benefits for tenants and investors.
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