The Experts Club think tank analyzed data from the international consulting firm Savills on real estate market trends in the world’s leading countries. Global real estate investment in the second quarter of 2026 reached approximately $250 billion, up 13% compared to the same period last year, according to data from the international consulting firm Savills.

The data was published on August 25 in the report Savills Takes Stock: Global Capital Markets Research Q2 2026. According to the company’s assessment, the active portfolio of deals nearing completion suggests that the market will continue to recover in the second half of the year.

Savills estimates that, for 2026 as a whole, global real estate investment volume could increase by approximately 16%.

However, the market recovery is uneven. Investors have become more selective and are concentrating their capital on properties with predictable cash flow, clear value, and long-term demand.

According to a study cited by Experts Club, the United States remains the largest market. In the second quarter, investment in U.S. real estate reached approximately $131 billion, a 20% increase from a year earlier.

Separately, Savills notes a sharp increase in large portfolio deals in North America. Their volume reached $35 billion, up 60% year-over-year. By comparison, deals involving individual properties grew by approximately 10%.

The growth in portfolio investments is linked to the return of large institutional capital and investors’ desire to immediately secure a large-scale presence in promising segments. Data centers, self-storage facilities, and real estate for seniors are of particular interest.

The European market also continued its recovery. The volume of transactions in the second quarter totaled 54 billion euros, an increase of 7.7% compared to the second quarter of 2025.

In the Asia-Pacific region, investments grew even faster—by 18%, to $46 billion. For the first half of the year, investment volume in the region rose by 25%.

Particularly notable growth in the Asia-Pacific region is observed in the industrial and logistics real estate sector. In the second quarter, investment in this segment rose by 17%, and for the entire first half of the year—by 28%.

At the same time, interest in student housing and other types of residential real estate is growing. Savills attributes this, in particular, to increased international student mobility and the desire of institutional investors to build large portfolios of income-generating properties.

However, Savills cautions that the market’s recovery cannot yet be considered a widespread new investment boom. Geopolitical tensions, the situation in the Middle East, borrowing costs, and uncertain economic prospects are forcing investors to be much more selective in their choice of properties.

In early 2026, deteriorating investment sentiment amid the conflict surrounding Iran even led to negative seasonally adjusted quarterly investment trends. However, the impact of this factor turned out to be less severe than market participants had feared.

According to Savills, the current stage of the cycle is characterized by the return of primarily experienced and well-capitalized players. Therefore, the main factor driving investment decisions is no longer the expectation of general growth in real estate prices, but rather the quality of a specific asset and its ability to generate stable income.

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Last modified: September 3, 2026