Repriced Markets, Tight Supply: Real Estate’s Window for High-Conviction Deployment

Authored by Schroders Capital’s real estate team, this outlook distills the emerging recovery across global property markets and the repricing now shaping investor opportunity. 

• Valuations have reset across sectors, with industrial, logistics and living formats showing the strongest fundamentals amid constrained new supply. 

• Tight construction pipelines and rising development costs are driving a cost-push effect on rents, supporting income resilience. 

• Recapitalisation, value-add and operational strategies are gaining traction as liquidity gaps and balance-sheet pressures create entry points. 

Explore the full report to see how these shifts may shape sector leadership and portfolio positioning in the next investment cycle.