Global Real EstateIntelligence
AEWReport

2026 US Market Outlook: Shifting Balance of Risk?

AEW's 2026 U.S. outlook frames the year as normalization rather than boom or bust, with seniors housing the breakout sector and office facing durability concerns despite higher yields.

OfficeRetailHospitalitySenior HousingCapital MarketsU.S. National
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The Search for Growth - U.S. Research Perspective

AEW's U.S. economic and property market outlook covering office, apartment, industrial, and retail fundamentals alongside macro context on growth, inflation, labor, and Fed policy.

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New Logistics Demand Drivers Offset Impact from Iran Conflict - Europe Research Perspective

AEW's European research perspective examining how new logistics demand drivers are offsetting geopolitical pressures, with implications for industrial real estate fundamentals across the region.

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2026 European Outlook - Navigating The Winds of Change

AEW's European outlook across 20 countries projects prime all-sector returns of 8.4% p.a., with the UK ranked highest at 10.3% and office the best-performing sector, amid recovering transaction volumes.

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Asia Pacific Research Perspective Q3 2025

Real estate investment sentiment across Asia Pacific shifted more positively in Q3 2025 as interest rates eased and capital flowed back into the market. Australia, Singapore and South Korea each recorded transaction growth of 30 to 40 percent compared with the prior year.

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U.S. Research Perspective Q3 2025

AEW reports that aggregate U.S. commercial property transaction volume through Q3 2025 ran more than 15 percent ahead of the prior-year pace, with investor return expectations for most property sectors clustered near 7.0 to 7.5 percent. Seniors housing and office represented the upper and lower bounds of expected returns respectively.

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Asia Pacific Research Perspective Q2 2025

AEW's second quarter 2025 Asia Pacific perspective reviews regional real estate fundamentals and capital markets activity as monetary conditions began to loosen across major markets.

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