As 2026 progresses, there has been growing evidence that real estate markets may have moved beyond the repricing phase that defined much of the past several years. Financing has become more available, transaction activity has been picking up, and capital markets have seemingly improved. As confidence gradually returns, investors have also become more selective about where they deploy capital.
We have seen investors focus increasingly on markets and sectors that have offered predictable cashflows, pricing power and resilient occupier demand. Conversations have become less about broad market exposure and more about being selective. In the current environment, local market knowledge and operating capability have become increasingly important differentiators, particularly as periods of volatility
