The global real estate sector recorded a notable rebound in 2025, with direct investment transactions reaching approximately $843 billion, marking a 19% increase compared to 2024, according to a report issued by global real estate consultancy JLL.
A comprehensive report highlighted that investment volumes in the fourth quarter alone totaled $270 billion, reflecting a 15% year-on-year increase. This underscores improving investor confidence across major real estate markets worldwide.
Cross-border investments also rose by 25%, with momentum expected to continue into 2026, supported by the growing allocation of global pension funds toward real estate assets.
Real estate sectors delivered strong performance throughout the year, with residential, logistics, and industrial properties accounting for around 49% of total investments. Meanwhile, the office sector posted the highest annual growth rate at 31%, followed by the residential sector with growth of 24%.
In the office market, global leasing activity increased for the ninth consecutive quarter, surpassing 2024 levels by 5%, driven by strong performance in North America and Asia, while Europe experienced a slight moderation.
The logistics sector continued its global recovery, supported by improved demand and a decline in new supply, which is expected to enhance occupancy rate stability in the coming period. In the retail sector, consumer spending is projected to maintain growth in 2026 despite economic caution, backed by rising wages, lower interest rates, and a recovery in tourism.
Investments in residential real estate reached approximately $240 billion in 2025, up 24% year-on-year, with the United States capturing the largest share. Growth is expected to continue, supported by improved financing conditions and increased interest from global investors.
As for the hotel and hospitality sector, transaction volumes rose by 22% compared to 2023, with cross-border investment activity particularly rebounding in Europe. However, hotel revenue indicators are gradually stabilizing following the strong growth wave seen in previous years.
