Economic uncertainty, capital cycles and secular trends are creating an intricate landscape across the global real estate asset class, where remaining ahead of market trends is essential. Our analysis dives into the dynamics shaping real estate sectors across the United States, Europe and Asia Pacific as we unveil our predictions for 2024, offering insights to navigate the evolving outlook for the real estate market.

United States

Artificial intelligence and global digitalization will fuel data center fundamentals. As data creation, consumption and usage continue to proliferate, the demand for data centers is booming. At the same time, new supply continues to face restrictions in major markets, primarily driven by power supply. Consequently, the sector is experiencing low availability and strong pricing power unlike anything the industry has experienced in the past few decades. Building from this position of strength, data centers are now seeing