Content (133)
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White papersReal Estate Investment Outlook: Poised for recovery, but facing headwinds
Despite still-subdued market activity, our real estate outlook points to continued evidence of a market recovery that we expect to gather momentum into 2026, with transaction volumes and edging higher, rents being supported by constrained supply, and valuation opportunities across sectors and geographies.
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White papersRethinking income investing: why real estate matters in a more inflationary world
In an era of higher inflation and tighter monetary policy, investors are reassessing portfolio income - including whether it can keep pace with rising prices. Private real estate should increasingly form part of that conversation.
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White papersEuropean real estate market commentary - April 2026
The energy price shock could stall or slow the nascent real estate market recovery, but supply fundamentals and the extensive repricing since 2022 continue to underpin selective opportunities across real estate segments.
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White papersUK real estate market commentary - April 2026
Renewed geopolitical upheaval has clouded the economic outlook and could slow or stall the nascent real estate recovery, but supportive factors related to supply constraints and extensive repricing in recent years remain.
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White papersSchroders Capital Global Real Estate Lens Q1 2026: your go-to guide to global property markets
Global real estate is at an inflection point, with sentiment and liquidity improving in recent months, while the nascent capital value recovery has extended across more markets, supported by robust underlying fundamentals.
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White papersReal estate is at an inflection point: winners and losers – and the next sequential opportunity
As markets move from correction to early recovery, dispersion is widening – and that is creating one of the most attractive, yet highly selective, entry points in years.
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White papersEuropean real estate market commentary - January 2026
Real estate markets across the eurozone are still grappling with muted transaction activity, but resilient economic growth and improving investor sentiment are laying the groundwork for selective opportunities across sectors.
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White papersSchroders Capital (Real Estate - Europe) (Content)
UK real estate enters 2026 with easing inflation, cautious monetary policy and early signs of a capital value recovery, even as occupier demand and broader economic momentum remain subdued.
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White papersUK Real Estate Investment Outlook: the recovery is underway
With values rebased, attractive opportunities are emerging across multiple sectors, reinforcing the case for disciplined deployment and a positive outlook for total returns into 2026.
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White papersReal estate recapitalisations: accessing bricks with businesses
In the second and final part in our series, we explore evolving occupier demands and the implication of this for managers of real estate.
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White papersReal estate recapitalisations: navigating dislocation and unlocking value
Our real estate outlook points to immediate opportunities following a significant pricing correction – and this market dislocation is also creating new and potentially compelling access points for assets with balance sheet or funding challenges.
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White papersReal Estate Investment Outlook: the recovery is underway
Despite still-subdued market activity, our real estate outlook points to continued evidence of a market recovery that we expect to gather momentum into 2026, with transaction volumes edging higher, rents being supported by constrained supply, and valuation opportunities across sectors and geographies.
