Product Description
Institutional Real Estate, Inc.’s 30th Annual Global Investor Sentiment Survey assesses institutional investors’ asset allocations, risk and return assumptions, expected capital flows and real estate investment strategies for the coming year. Based on responses from 173 institutional investors representing $12.8 trillion in total AUM, the report finds investors are recalibrating rather than retreating from real estate amid compounding risks — particularly geopolitics, persistent inflation, higher interest rates and weak job growth. Overall, the survey results signal a shift in mindset toward resilience, downside protection and manager execution, with successful capital raising in 2026 likely to depend more on credibility and operational discipline than on novelty or financial engineering.
