Trends for 2022 VIDEO Place holder
Performance Gap Stays WidE
09
The significant gap between the best- and worst-performing parts of the market is set to persist, but sector differences are starting to narrow and location is once again set to play a greater role in driving relative performance.
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09
Focus on Green Investments Intensifies
08
Investor focus on investments that are compliant with environmental, social and governance (ESG) is intensifying as market participants strive to reach net zero carbon goals, and evidence is emerging that ESG-certified assets are achieving lower yields and higher rents.
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08
Operational Deals Gain Further Popularity
07
Investors are increasingly looking to deploy capital in operationally driven real estate assets. Aging demographics are motivating capital flows beyond senior living, toward medical offices and life sciences real estate, for which space requirements are set to rise significantly.
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07
Debt Supply Is Shifting Toward A GREATER PROVISION OF NONBANK CAPITAL
06
Stricter bank regulation has led to an ongoing structural shift in the commercial real estate lending market, with a surge in private debt provision underpinned by strong capital raising for debt strategies.
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06
Push for Larger Deals Emerges as Investment Volume Grows
05
Pandemic-related restrictions continue to ease, thereby letting deal volume normalize, and the outlook is for a strong year of investment activity, with upside risks from $300 billion of lost deals in 2020.
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05
Supply Outlook Remains Subdued
04
Supply growth is set to pick up in the next couple of years, although it remains somewhat contained compared with history. Improvement in real rent growth may lead to forecasts being revised up, but rising construction costs are dampening starts and, therefore, future completions.
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04
Retail Is Back on the Agenda
03
A recovery in store-based spending growth is positive for the retail net operating income outlook, and signs of capital value growth are showing up in more markets and segments, meaning that retail investment activity is set to increase.
03
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Cities Make a Comeback
02
Cities are seeing signs of improved rental growth, with central business district offices and centrally located apartment markets benefiting from a sharp increase in hiring intentions that are driving employment and space requirements.
02
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Recovery Turns to Expansion
01
The recovery that has taken hold in the second half of 2021 is set to turn into a full-blown expansion phase, characterized by above-average demand and more-widespread rental growth.
Find out more
01
Performance Gap Stays Wide
09
Focus on Green Investments Intensifies
08
Operational Deals Gain Further Popularity
07
Debt Supply Is Shifting Toward A GREATER PROVISION OF NONBANK CAPITAL
06
Push for Larger Deals Emerges as Investment Volume Grows
05
Supply Outlook Remains Subdued
04
Retail Is Back on the Agenda
03
Cities Make a Comeback
02
Recovery Turns to Expansion
01
The significant gap between the best- and worst-performing parts of the market is set to persist, but sector differences are starting to narrow and location is once again set to play a greater role in driving relative performance.
Find out more
Performance Gap
Stays Wide
Investor focus on investments that are compliant with environmental, social and governance (ESG) is intensifying as market participants strive to reach net zero carbon goals, and evidence is emerging that ESG-certified assets are achieving lower yields and higher rents.
Find out more
Focus on Green Investments Intensifies
Investors are increasingly looking to deploy capital in operationally driven real estate assets. Aging demographics are motivating capital flows beyond senior living, toward medical offices and life sciences real estate, for which space requirements are set to rise significantly.
Find out more
Operational Deals Gain Further Popularity
Stricter bank regulation has led to an ongoing structural shift in the commercial real estate lending market, with a surge in private debt provision underpinned by strong capital raising for debt strategies.
Find out more
Debt Supply Is Shifting Toward Private Capital Sources
Pandemic-related restrictions continue to ease, thereby letting deal volume normalize, and the outlook is for a strong year of investment activity, with upside risks from $300 billion of lost deals in 2020.
Find out more
Push for Larger Deals Emerges as Investment Volume Grows
Supply growth is set to pick up in the next couple of years, although it remains somewhat contained compared with history. Improvement in real rent growth may lead to forecasts being revised up, but rising construction costs are dampening starts and, therefore, future completions.
Find out more
Supply Outlook
Remains Subdued
A recovery in store-based spending growth is positive for the retail net operating income outlook, and signs of capital value growth are showing up in more markets and segments, meaning that retail investment activity is set to increase.
Find out more
Retail Is Back
on the Agenda
Cities are seeing signs of improved rental growth, with central business district offices and centrally located apartment markets benefiting from a sharp increase in hiring intentions that are driving employment and space requirements.
Find out more
Cities Make a
Comeback
The recovery that has taken hold in the second half of 2021 is set to turn into a full-blown expansion phase, characterized by above-average demand and more-widespread rental growth.
Find out more
Recovery Turns to Expansion
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DR. PETER HAYES
"City office, apartment and retail markets that suffered during the pandemic are starting to come back in favor, and capital is increasingly finding its way into higher-returning operational assets."
Download the full report to learn more about the nine trends that are expected to be among the most important in shaping the investment outlook in 2022 and beyond.
9 REAL ESTATE TRENDS
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