Research Briefing | Dec 6, 2023

CRE key themes 2024 – A year of transition

After a difficult 2023, we think five key themes will shape the outlook for commercial real estate next year:

  1. Global growth will be sluggish, but rate cuts offer an upside for CRE.
  2. 2024 will be a year of transition for CRE values.
  3. Opportunities will start to emerge but mostly in the industrial sector.
  4. REITs will outperform the private market again.
  5. New supply across all sectors and regions will be slow.

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