Real Estate Connect, Q1 2025

We're excited to start 2025 by highlighting key real estate investment themes. This quarter, we examine the UK's Build to Rent sector and the role it and institutional investors can play in addressing housing shortages. We also provide our Q1 global market outlooks, noting resilient fundamentals in the UK, gathering momentum in Europe, and good prospects for high-conviction opportunities in Japan and Korea. Explore our latest perspectives on the trends driving real estate this quarter here:

For Professional Investors only. Capital at Risk.

In our first article in conjunction with the John Lewis Partnership, David Scott explores the growing role that modern high-quality Build to Rent plays in providing much needed housing stock in UK communities.

Real estate fundamentals are supportive in the UK, and we expect income yields and active management to drive returns. Read more about our UK outlook.

We no longer anticipate any further falls in prime European all-property values. We discuss our outlook for European real estate.

Within APAC, Japan and Korea are the top-two markets where we have the highest conviction. Read more about our APAC real estate outlook.

In the US, we are most positive about the multifamily sector, as excess supply should be absorbed by mid-2025. We highlight the key real estate themes in our US outlook.

The global economic landscape is unfolding with a mix of robust growth prospects and looming challenges. We discuss what lies ahead for global real estate.

The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.

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