Trade disruptions, tariffs and geopolitical tensions are reshaping the real estate landscape, driving up costs, slowing development and reinforcing uncertainty across global markets. Yet amid the disruption, investors may be entering one of the most compelling acquisition windows in years, according to David Steinbach in a recent white paper.
Steinbach discusses how research suggests the market has entered the “buy phase” of the real estate cycle, a period historically associated with some of the strongest forward returns. But this is not a passive recovery story: Investors are increasingly relying on active ownership, operational improvements and selective development to create value in a supply-constrained environment. With limited new construction and many projects still sidelined by elevated costs and rates, existing assets that align with evolving tenant demands arou
