Real Estate Outlook
A publication from Zurich Real Estate Investments that shares valuable perspectives from our global experts.
Global Real Estate Outlook H2 2026
“We’re on the Road to Nowhere”:
A selective recovery in a world of shocks, scarcity and stuck capital markets
In the latest Global Real Estate Outlook, we revisit how property markets have evolved versus earlier expectations – and the assessment is more sober than we anticipated. A shift in interest rate expectations, mounting geopolitical risk and regulatory uncertainty are all delaying a broader recovery in transactions, capital raising and performance. While today’s backdrop differs from 2022, the parallels matter for an interest rate–sensitive asset class. In this environment, disciplined asset selection, active management, and diversification are key to turning constrained supply into resilient cash flows.
To find out more, we invite you to read our latest Outlook.
Past Real Estate Outlook publication
Real Estate Outlook H1 2026
Are We There Yet?
The Long Road to Market Recovery
After years of navigating global uncertainty, structural shifts, asset repricing, and of course having “survived to ’25”, real estate investors are right to ask the question: Are we there yet? The journey through recent market turbulence has certainly tested investor resolve, but as we enter 2026, the road ahead is finally revealing signs of promise. With economic fundamentals stabilizing and investment sentiment improving, Zurich Real Estate Investment’s Outlook explores why the asset class is poised for recovery—and how 2026 could be the most compelling in years.
Explore our publications
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
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
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
Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
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
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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