Global investor confidence in real estate has strengthened significantly heading into 2026, reaching its highest level since 2019, according to the 2026 Investment Intentions Survey, published today by INREV, ANREV and PREA. The findings signal growing expectations of market recovery after a prolonged period of correction across global real estate markets, with 38 percent of investors globally expecting allocations to increase over the next two years, compared with 28 percent anticipating a decrease.
Overall, the results suggest investors believe markets have moved past the worst of the downturn and are positioning for an early recovery phase.
Global real estate allocations sit just below target levels on average, 12.4 percent vs. 12.5 percent, respectively, leaving scope for further capital deployment as confidence improves. Clear regional differences continue to shape investor behavior, however.
European investors allocations, which were on target las