Invesco Listed Real Assets: Real estate performance commentary for the sector

Renewed potential for real estate investors in 2026

Invesco argues listed real estate enters 2026 with improving fundamentals, attractive valuations and sector-specific opportunities. Restrained development pipelines and accelerating growth expectations provide a favorable setting for active managers.

US and global commercial real estate - fourth quarter 2025 outlook

The outlook expects housing unaffordability to drive rental demand and tightening vacancies as limited new supply comes online. Data centers, warehouses, manufacturing, senior housing and medical outpatient buildings are positioned to benefit, while high rates and construction costs curb new building.

Global Commercial Real Estate Outlook: Autumn 2025

The white paper sets out Invesco Real Estate's house view across global markets following the recent pricing correction, anticipating a period of yield stability. It identifies sectors and regions positioned for rental growth and recovery into 2026.

Real estate 2025 investment outlook (EMEA)

The EMEA outlook highlights a significant undersupply of Grade A space across European markets, creating scope for rental growth in high-quality well-located assets. Tightening energy efficiency and sustainability requirements create opportunities to reposition less efficient assets.

US Government Sold $518 Billion of Treasury Securities this Week. 6-Month to 2-Year Treasury Yields Spike on Warsh’s “Regime Change” at the Fed

2026 Real Estate Market Perspectives: On the Cusp

The annual outlook reviews Canadian commercial real estate fundamentals and investment themes across the office, industrial, multifamily and retail sectors.