Real Estate Markets in 2025

UBS explores key challenges and opportunities for global real estate, offering strategic insights for investors navigating the year ahead.

Key Highlights:
• Trump Tariffs: Expected increases in U.S. import tariffs could disrupt logistics properties while boosting domestic industrial assets.  
• Real Estate Rebound: Recovery continues, but market performance varies; smaller European markets and retail sectors show strong potential.  
• Alternative Property Types: Rising interest in niche sectors like data centers and life sciences, though caution is needed to avoid oversupply risks.  
• Geopolitical Tensions: Capital shifts to safe havens, with nearshoring driving industrial investment opportunities.  

For detailed analysis and actionable strategies, access the full report.