The United Kingdom is set to lead the global real estate sector’s recovery over the coming cycle, according to M&G Real Estate’s latest Global Real Estate Outlook, as a period of increased stability and capital value growth lays the foundations for an uptick in investment into structurally supported sectors.
The report highlights how the United Kingdom in particular, having navigated a prolonged period of uncertainty, has emerged with renewed economic momentum, providing attractive opportunities for investors to increase allocations to its real estate market. The four themes expected to drive returns for investors in 2025 are 1) structurally undersupplied sectors positioned for strongest growth, 2) a mixed but improving picture across Europe, 3) stock selection set to dominate sector dynamics, and 4) Asia Pacific returns to growth.
“As we enter the new property cycle, global investors are recalibrating their portfolios with increased optimism and a
