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Latest / The Weekly Briefing from Capital Economics

Special: Global CRE outlook – Where to find returns in a uniquely weak recovery

This recovery in commercial real estate is unique. Across the US, Europe, and Asia, it has been defined by persistent weakness in both investment and prices. On this special episode of The Weekly Briefing, Chief Real Estate Economist Kiran Raichura and Senior Real Estate Economist Amy Wood join David Wilder to discuss whether this weakness will persist through 2026 and where investors can still find outperformance. Kiran and Amy address:

Why higher-for-longer interest rates remain the primary determinant of returns for most clients.

What is required to bridge the gap between seller and buyer…

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