Global Real Estate Intelligence
BrookfieldArticle

Real estate outlook: Investing through the next cycle

Brookfield argues the real estate recovery is underway, with an active credit market supporting a rise in transactions. The firm sees selectivity and operational value creation as the keys to returns as the asset class moves into a new cycle.

Capital MarketsDebt & FinancingEconomyGlobal
Read the full report at Brookfield

Published by Brookfield. Global Real Estate Intelligence links to the original source and credits the publisher; all rights remain with them.

More like this
Brookfield

Midstream infrastructure: Essential assets in an undersupplied energy system

Brookfield argues that midstream infrastructure, widely viewed as a sector in decline a few years ago, is now benefiting from stronger demand, renewed investment and expanding opportunities to acquire and monetize assets. It positions the sector as essential within an undersupplied energy system.

AlternativesEconomyGlobalU.S. NationalRead
Brookfield

Private credit: Beyond direct lending

Brookfield makes the case that asset-based finance remains underpenetrated by private capital, but that this is about to change. The piece looks beyond direct lending to the broader private credit opportunity set.

Debt & FinancingAlternativesGlobalRead
Brookfield

2026 Investment Outlook

Brookfield's annual investment outlook argues that 2025 was the year the real estate market reopened and 2026 will reward tactical investors as liquidity rebounds, with focus areas spanning housing, logistics, data centers and hospitality across the equity and credit portions of the capital stack.

Capital MarketsEconomyIndustrial & LogisticsGlobalRead
Brookfield

The Real Estate Rebound Is Here

Brookfield highlights a recovering real estate market with improving fundamentals and rising transaction activity, identifying housing, data centers, hospitality and logistics as the most attractive sectors where supply constraints meet sustained demand and operational improvements drive returns.

Capital MarketsIndustrial & LogisticsData CentersGlobalRead
Brookfield

Credit outlook: Discipline is an all-weather strategy

Brookfield's credit outlook contends that continued investor appetite for private credit underscores confidence in the asset class. The piece makes the case for disciplined underwriting and a focus on asset quality across market cycles.

Debt & FinancingEconomyGlobalRead
Brookfield

The allocation evolution: The emergence of total portfolio approach investing

Brookfield explores how institutions can take a more holistic, total-portfolio approach within traditional asset allocation frameworks. The piece argues this shift better integrates private markets and real assets into portfolio construction.

AlternativesEconomyGlobalRead