Real Estate Outlook
A publication from Zurich Real Estate Investments that shares valuable perspectives from our global experts.
Real Estate Outlook 2025
Zurich Real Estate Investment’s 2025 Outlook explores key trends that will influence real estate occupier and investor attitudes over the coming year. Titled Divergent Paths at an Inflection Point, this publication comes at what we see as a unique period for global real estate markets. After a challenging few years for the asset class, there are numerous reasons to believe that real estate markets are reaching an inflection point. In the geographies where Zurich primarily invests, valuations better reflect the current interest rate environment, occupier markets are holding up and supply pipelines have appropriately recalibrated. As a consequence, we see liquidity prospects improving and a fine vintage for returns in the making. The story, however, is complicated by geopolitics, structural challenges and even ESG adoption. But therein lies the opportunity.
Past Real Estate Outlook publication
Global Real Estate
Real Estate Mid-year Outlook 2024
Crises, capital markets and conviction calls
Group Real Estate offers a fresh approach with their Mid-year Outlook 2024. Striving for transparency, the team scrutinizes their recent commentary of real estate fundamentals and the subsequent conviction calls that were advanced. They acknowledge what they got right and reiterate strategic views. But the team also reflects on market mis-readings and evolves views accordingly. Conditions haven’t changed fundamentally to warrant completely different thinking. In many instances, global real estate markets are evolving as anticipated. Of course, that’s not to suggest that developments have been totally sanguine. Given that real estate is adjusting to a new interest rate regime as well as challenges brought by structural disruption and climate change, inevitably there are complexities to consider.
Explore our publications
Weekly Macro & Markets View
Weekly Macro & Markets View
Designed to give clear interpretation of the previous week’s macroeconomic and financial market developments. This publication represents how Zurich sees the financial landscape evolving on a week-by-week basis.
Monthly Investment Insights
Monthly Investment Insights
Structured to give a succinct view of the investment outlook and economic prospects for the coming months. Focus is on key developments from an investment perspective, with a tactical view presented on the major asset classes of the Group, in particular equities, credit and government bonds.
Inflation Focus
Inflation Focus
A quarterly publication, conveying the most likely outlook for inflation over the subsequent 12-24 months. Global and regional views are provided, detailing the driving forces behind the outlook. Point forecasts are offered for the major coverage areas, with short-term moves and pressures also identified.
Topical Thoughts
Topical Thoughts
Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
Economics & Markets Outlook
Economics & Markets Outlook
With a 12 months focus, this publication is designed as a reference document for multiple user groups. It provides the foundations for the financial market and economic views at Group level. It is segmented by region and provides in-depth coverage of both economic and financial market fundamentals, as well as the underlying trends that are observed.
Mid Year Review
Mid Year Review
An update on the Economic & Market Outlook is provided, gauging developments and projecting how the subsequent 12 months are likely to unfold.
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