Uncertainty has certainly dominated the investment landscape throughout 2025 and continues to do so. Culprits include moving-target tariffs, tighter trade policies, changing immigration policies, still-high interest rates, supply-chain disruptions and geopolitical volatility.
While this has kept some investors on the sidelines, more are forging ahead, working to separate short-term noise from cyclical signals and structural trends. JLL’s Global Real Estate Mid-Year Update finds capital investing increasing through this uncertain market, with global direct investment volumes up 21 percent in the first half of 2025 year-over-year. And in the third quarter of 2025, Asia Pacific’s commercial real estate investment volume jumped 16 percent quarter-on-quarter, according to CBRE’s 2025 Asia Pacific Investment Strategies report. Through this spending surge, certain strategic trends are continuing or emerging.
Strategic shifts
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