Real Estate Outlook
A publication from Zurich Real Estate Investments that shares valuable perspectives from our global experts.
Real Estate Outlook H2 2025
Back-to-School Edition
September often signals the beginning of a busy season in real estate. As market participants return to their desks after what has hopefully been a rejuvenating summer break, there is the opportunity for a fresh perspective. A back-to-school feeling is in the air.
Past Real Estate Outlook publication
Real Estate Outlook 2025
Divergent Paths at Inflection Point
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.
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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