Q4 2025 Global Trends and Tactics

Global private real estate markets are experiencing a significant turnaround, with values climbing for five consecutive quarters and total returns turning positive across all 21 tracked countries in Q2 2025, marking a decisive end to the 2022-2024 correction. Transaction volumes have surged to $739 billion over the trailing year—a 19% year-over-year increase—while real estate debt markets present compelling opportunities as lending risk diminishes, though tighter pricing reflects intensifying competition for quality assets. Read the full report to explore the data driving this global recovery and understand the investment landscape ahead.

As the private credit investor universe continues to expand, there are myriad opportunities on offer for managers that can handle its increasing complexity. Read PDI’s Future of Private Debt Q&A where Bill Huffman, CEO of Nuveen, shares insights on how evolving markets, investor demand and innovation are shaping the next phase of private credit.

You can now read the full whitepaper at the link below