Real Estate Strategic Outlooks

Read our latest set of Real Estate Strategic Outlooks covering our assessment and investment perspectives of real estate markets around the world.

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Real Estate Research

DWS's integrated top-down and bottom-up approach provides depth of insight into real estate markets powered by our dedicated real estate research team.

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Real Estate Strategic Outlooks

Real Estate Minute | March 19, 2025

The potential impact of DOGE downsizing initiatives on the office market

Southern California Industrial Market: Prospects in Uncertain Times

by Ross Adams, Research & Strategy, Alternatives

Los Angeles County Wildfires: Implications for Residential & Commercial Real Estate Sectors

The Los Angeles County wildfires have become the region's worst fire disaster in history. What will the impacts be across residential and commercial properties.  

Election Disruption

Will the Republican sweep help or hinder the nascent real estate recovery?  

Real Estate Debt Opportunity

We believe attractive yields and spreads, reduced cyclical risks, and an expanding opportunity set may be reasons to consider real estate debt from a tactical perspective.  

The Strike is Over but the Drama at the Ports may Continue….

East and Gulf Coast Port Labor Dispute and its Implications

Despite the Fed’s rate cutting, renting over buying remains the more realistic option

Though mortgage rates have fallen in anticipation of the Fed’s rate-cutting cycle, low housing affordability persists lifting renter demand and investment performance.

Global Opportunities in Rental Housing

Housing shortages, among other factors, continue to drive investment opportunities across developed markets globally.

Industrial market fundamentals have rebalanced with limited pain to landlords

A soft-landing economic cycle has enabled industrial market conditions to stabilize into what appears to be a modest recovery phase.

Self-Storage: After Pause, Opportunities Begin to Emerge

Going forward, we expect a recovery in self-storage fundamentals over the medium term due to a combination of demand and supply related factors.

Europe Real Estate Strategic Outlook

December 2024

U.S. Real Estate Strategic Outlook

December 2024

Asia Pacific Real Estate Strategic Outlook

December 2024

Indian Real Estate Strategic Outlook

September 2024

2024 Reports

December | Europe Real Estate Strategic Outlook Download Report
December | U.S. Real Estate Strategic Outlook Download Report
December | Asia Pacific Real Estate Strategic Outlook Download Report
July | Global Real Estate Strategic Outlook Download Report
June | U.S. Real Estate Strategic Outlook Download Report
June | Europe Real Estate Strategic Outlook Download Report
June | Asia Pacific Real Estate Strategic Outlook Download Report
June | Australia Real Estate Strategic Outlook Download Report
June | Japan Real Estate Strategic Outlook Download Report
June | South Korea Real Estate Strategic Outlook Download Report
June | Poland Strategic Outlook Download Report
June | UK Strategic Outlook Download Report
June | France Strategic Outlook Download Report
June | Germany Strategic Outlook Download Report
June | Iberia Strategic Outlook Download Report
June | Italy Strategic Outlook Download Report
June | Netherlands Strategic Outlook Download Report
June | Nordic Strategic Outlook Download Report
March | Europe Real Estate Debt Strategic Outlook Download Report
January | Australia Real Estate Strategic Outlook Download Report
January | Japan Real Estate Strategic Outlook Download Report
January | South Korea Real Estate Strategic Outlook Download Report
January | U.K. Real Estate Strategic Outlook Download Report
January | Italy Real Estate Strategic Outlook Download Report
January | Netherlands Real Estate Strategic Outlook Download Report
January | Nordics Real Estate Strategic Outlook Download Report
January | Poland Real Estate Strategic Outlook Download Report
January | France Real Estate Strategic Outlook Download Report
January | Germany Real Estate Strategic Outlook Download Report
January | Iberia Real Estate Strategic Outlook Download Report
January | Global Real Estate Strategic Outlook Download Report
January | Asia Pacific Real Estate Strategic Outlook Download Report
January | Europe Real Estate Strategic Outlook Download Report
January | U.S. Real Estate Strategic Outlook Download Report

2023 Reports

September | U.K. Real Estate Strategic Outlook

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September | Italy Real Estate Strategic Outlook

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September | Netherlands Real Estate Strategic Outlook

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September | Nordics Real Estate Strategic Outlook

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September | Poland Real Estate Strategic Outlook

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September | France Real Estate Strategic Outlook

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September | Germany Real Estate Strategic Outlook

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September | Iberia Real Estate Strategic Outlook

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September | De-Bunking the Doomsday Delusion

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August | Global Real Estate Strategic Outlook

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July | Europe Real Estate Strategic Outlook

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July | Asia Pacific Real Estate Strategic Outlook

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July | U.S. Real Estate Strategic Outlook

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May | Europe Real Estate Debt Strategic Outlook

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May | Japan Real Estate Market Outlook Report

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March | UK Real Estate Strategic Outlook

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March | Poland Real Estate Strategic Outlook

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March | Nordics Real Estate Strategic Outlook

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March | Netherlands Real Estate Strategic Outlook

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March | Italy Real Estate Strategic Outlook

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March | Iberia Real Estate Strategic Outlook

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March | Germany Real Estate Strategic Outlook

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March | France Real Estate Strategic Outlook

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February | Global Real Estate Strategic Outlook

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January | Asia Pacific Real Estate Strategic Outlook

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January | Europe Real Estate Strategic Outlook

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January | U.S. Real Estate Strategic Outlook

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European Real Estate Outlooks

Read the latest in-depth sector outlooks and fundamentals driving key European real estate markets.

Reports: France, Germany, Iberia, Italy, the Netherlands, the Nordics, Poland and the UK.

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Asia Pacific Real Estate Outlooks

Read the latest in-depth sector outlooks and fundamentals driving key Asia Pacific real estate markets.

Reports: Australia, Japan and the South Korea.

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Special Topic Reports

2025 Reports

April | Notre Dame Rises; Will the Real Estate Market?

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April | Europe: Stepping Up as a Pinch Hitter

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March | Japan Real Estate Market Outlook Report

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March | Europe Property Performance Monitor

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March | A Tale of Two Cities: London’s Office Divide

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February | U.S. Economic Maps

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February | European Real Estate Debt Opportunities

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February | U.S. Property Performance Monitor

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January | Global Real Estate Strategic Outlook

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December | South Korea Real Estate Market Annual Report

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2024 Reports

November | CapEx: Opening the Black Box

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November | U.S. Property Performance Monitor

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November | Europe Real Estate Debt Market Update

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November | Housing Affordability Review – 2024

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November | U.S. Private Commercial Real Estate Debt Opportunity

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October | APAC Real Estate Debt Market Update

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September | Designing a flexible framework for social impact

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September | Build-To-Rent in Australia: The Growth Opportunity

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September | European Living Refurbishment

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September | Indian Real Estate Strategic Outlook

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August | Rental Residential Real Estate: Tailwinds Creating Conditions for Sustained Growth

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August | Scarcity: Navigating Supply-Constrained European Markets

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August | Japan Urban Retail Market Update

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May | Windy Cities: Energy & Real Estate

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May | Japan Real Estate Market Outlook Report

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April | Energy efficiency policies & investments

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January | Pursuing Higher Returns in European Logistics

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2023 Reports

November | Student Housing in Europe

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November | Japan Real Estate Market Outlook Report

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November | Regional Economic Maps

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October | Europe Real Estate Debt Update

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October | South Korea Real Estate Market Annual Report

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October | Decoding Carbon in Real Estate

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June | APAC CRE Debt Market Update 

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June | Performance of ESG offices During Price Correction

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June | Regional Economic Maps

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June | Flash Report: Return to European Logistics

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May | APAC Decarbonization in Real Estate

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April | The Transformation of European Offices

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March | The Sustainable Next Generation Office

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February | Global Real Estate Strategic Outlook

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February | The World of Work

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Property Performance Monitor

2024 Reports

Fourth Quarter | Europe Property Performance Monitor Download Report
Fourth Quarter | U.S. Property Performance Monitor Download Report
Third Quarter | Europe Property Performance Monitor Download Report
Third Quarter | U.S. Property Performance Monitor Download Report
Second Quarter | Europe Property Performance Monitor Download Report
Second Quarter | U.S. Property Performance Monitor Download Report
First Quarter | Europe Property Performance Monitor Download Report
First Quarter | U.S. Property Performance Monitor Download Report

2023 Reports

Fourth Quarter | Europe Property Performance Monitor Download Report
Fourth Quarter | U.S. Property Performance Monitor Download Report
Third Quarter | APAC Property Performance Monitor Download Report
Third Quarter | Europe Property Performance Monitor Download Report
Third Quarter | U.S. Property Performance Monitor Download Report
Second Quarter | APAC Property Performance Monitor Download Report
Second Quarter | Europe Property Performance Monitor Download Report
Second Quarter | U.S. Property Performance Monitor Download Report
First Quarter | Europe Property Performance Monitor Download Report
First Quarter | APAC Property Performance Monitor Download Report
First Quarter | U.S. Property Performance Monitor Download Report

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