Research Briefing

The global real estate rebound is under threat

Ipad Frame - The-global-real-estate-rebound-is-under-threat

A less positive economic outlook and rising downside risks are threatening the global real estate recovery. Our baseline forecast is for global all property returns to grow by 7.6% pa over 2022-2023. But risk-adjusted returns are weaker, at 7.3% pa, based on the weighted-average of all risk scenarios.

What you will learn:

  • The biggest risk to the real estate cycle is inflation, which in our return of inflation risk scenario lowers all property performance to 4.4% pa.
  • Prolonged supply-chain disruptions are seen as the greatest risk by our real estate clients.
  • Conversely, under a consumer boom scenario, all property returns jump 2.4ppts above the baseline.
Back to Resource Hub

Related Services

China Shenzhen skyline

Post

Why China isn’t about to save the world economy

The earlier and faster than expected ending of zero-Covid restrictions in China bodes well for the global economy and adds to the recent run of positive news.

Find Out More

Post

Inflation – not past the peak and easing will be gradual for France

France has dodged soaring price pressures better than its eurozone peers, but we think its inflation will fall more slowly.

Find Out More