Global Real Estate Chart Book (May)

Research evidence excerpt

Global Real Estate Chart Book (May)

Equities ● Real Estate

17 June 2026

Global Real Estate: what caught our eye pricing, the team highlights that the borrowers could face as high as 3.3% higher

reset rates – that means an estimated 4% reduction in household income

Global CRE pending deal activity into Q2 suggests resilience – Source: relative to the prior deal, with greater sensitivity among single borrowers, highly

Savills, The World Property Journal leveraged households, and lower-income cohorts.

According to the latest Q126 report published by Savills, global CRE investors are Power delivery taking longer than what was expected – Source: Cushman

pausing execution rather than exiting the market, as heightened geopolitical risk & Wakefield, Colliers

and renewed inflation concerns challenge an early-stage recovery. Ongoing bid

In the latest report, Cushman & Wakefield highlights that the data centre sector

activity indicates market participation remains broadly intact. Savills highlights

has entered a "managed growth" phase where access to power is the defining

strong pending activity entering Q2, suggesting buyers and sellers are

variable for commercial real estate strategy. Global power delivery timelines for

waiting for improved visibility rather than withdrawing. This mirrors the trend

new large-load requests now average 4.4 years, with some extending to five

post US tariff disruption, where volumes dipped temporarily before recovering.

years in the Americas and EMEA, while it is lower in APAC at 2.7 years.

Overall, institutions appear more willing to deploy capital through volatility,

Separately, Colliers in its report stated 25% of new data centres above 500MW

prioritising asset-level fundamentals, rental growth outlooks, and long-term supply