Colliers' 2026 Global Investor Outlook shows renewed investor confidence in real estate, emphasizing diversification and strategic approaches.
Quiver AI Summary
Colliers has published its 2026 Global Investor Outlook, highlighting a renewed confidence among investors re-entering global real estate markets, driven by improving market fundamentals, returning liquidity, and normalizing pricing expectations. The report indicates a shift toward diversification, with nearly half of investors favoring direct investments and joint ventures. While there’s a strong appetite for core strategies, actual fund targeting these areas is low, suggesting a tactical shift toward structures that offer flexibility and faster execution. Notably, data centres are gaining prominence, and the office sector is rebounding post-pandemic. Investors are also focusing on value creation by repositioning existing assets in light of high construction costs and evolving demands. As capital deployment strategies evolve, there's a notable shift towards operational influence and long-term resilience. The report outlines regional highlights, including robust activity in the U.S. multifamily and data centre markets, Europe's appeal for global capital, and increased demand in APAC for logistics and emerging sectors.
Potential Positives
- Colliers' 2026 Global Investor Outlook indicates a positive shift in investor sentiment as confidence returns to global real estate markets, suggesting potential revenue growth for the company.
- The report highlights significant trends, including a migration towards active investment strategies and diversification, which positions Colliers to capitalize on emerging opportunities in various sectors.
- Notable increases in allocations to data centres and a rebound in office investments reflect a broader recovery in the market, likely benefiting Colliers' investment management services.
- The company's established reputation, demonstrated by consistent shareholder returns and substantial assets under management, reinforces its strong market position as investors seek expertise and stability.
Potential Negatives
- There is a noted disconnect between investor appetite for core and core-plus strategies (37%) and the actual fundraising efforts targeting these areas (only 9%), indicating potential misalignment in market expectations.
- The press release addresses ongoing cost pressures and geopolitical risks, suggesting that challenges remain despite signs of recovery in the real estate market.
- The volatility in regional fundraising, particularly the decrease of North America's share from 50% in 2024 to 40% in 2025, may indicate emerging competition and shifting investor confidence away from traditionally strong markets.
FAQ
What insights does the 2026 Global Investor Outlook provide?
The report reveals that investors are re-entering real estate markets with confidence, pursuing diversification and adapting to changing market conditions.
How are investor strategies evolving according to the report?
Nearly half of investors favor direct investments, with a shift towards platform deals that offer faster execution, flexibility, and greater control.
Which real estate sectors are currently attracting the most investment?
Data centres lead in popularity, followed by recovering office spaces, while industrial, multifamily, and retail sectors continue to perform well.
What trends are influencing global capital allocations?
Investors are increasingly adopting multi-regional strategies, with significant growth in North America, Europe, and Asia Pacific's appeal.
What is driving the demand for adaptive reuse and redevelopment?
High construction costs and sustainability standards are prompting investors to reposition existing assets to meet evolving tenant needs.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$CIGI Hedge Fund Activity
We have seen 104 institutional investors add shares of $CIGI stock to their portfolio, and 98 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALBERTA INVESTMENT MANAGEMENT CORP removed 579,963 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $75,708,370
- PRICE T ROWE ASSOCIATES INC /MD/ added 561,274 shares (+100.2%) to their portfolio in Q3 2025, for an estimated $87,676,611
- TURTLE CREEK ASSET MANAGEMENT INC. removed 434,400 shares (-34.7%) from their portfolio in Q3 2025, for an estimated $67,857,624
- JARISLOWSKY, FRASER LTD removed 417,047 shares (-16.5%) from their portfolio in Q3 2025, for an estimated $65,146,911
- JPMORGAN CHASE & CO added 343,865 shares (+114621.7%) to their portfolio in Q3 2025, for an estimated $53,715,151
- VICTORY CAPITAL MANAGEMENT INC removed 313,335 shares (-44.8%) from their portfolio in Q3 2025, for an estimated $48,946,060
- FIL LTD added 198,932 shares (+13.3%) to their portfolio in Q3 2025, for an estimated $31,075,167
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CIGI Analyst Ratings
Wall Street analysts have issued reports on $CIGI in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Scotiabank issued a "Sector Outperform" rating on 09/16/2025
- RBC Capital issued a "Outperform" rating on 08/01/2025
- CIBC issued a "Outperformer" rating on 08/01/2025
To track analyst ratings and price targets for $CIGI, check out Quiver Quantitative's $CIGI forecast page.
$CIGI Price Targets
Multiple analysts have issued price targets for $CIGI recently. We have seen 4 analysts offer price targets for $CIGI in the last 6 months, with a median target of $183.0.
Here are some recent targets:
- Scott Fletcher from CIBC set a target price of $179.0 on 10/20/2025
- Himanshu Gupta from Scotiabank set a target price of $185.0 on 09/16/2025
- Anthony Paolone from JP Morgan set a target price of $181.0 on 08/26/2025
- Jimmy Shan from RBC Capital set a target price of $185.0 on 08/01/2025
Full Release
TORONTO and LONDON, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Leading global diversified professional services company Colliers has released its 2026 Global Investor Outlook , revealing investors are re-entering global real estate markets with confidence, pursuing diversification across regions and sectors. Based on Colliers’ proprietary research and a global survey of institutional investors, the report finds that market fundamentals are improving, liquidity is returning, and pricing expectations are normalizing. These trends are fuelling optimism for 2026, even as cost pressures and geopolitical risks remain.
“Investors are changing gears,” said Luke Dawson, Head of Global and EMEA Capital Markets at Colliers. “After a challenging period, capital is moving decisively toward stability and opportunity. Hands-on, controlled strategies and partnerships are driving value as the market regains its footing.”
Investors migrate to active strategies and global diversification
Nearly half of investors (49%) currently favour direct investments and separate accounts, with platform joint ventures and M&A gaining traction. Private equity and secondary funds are increasingly investing in both property-owning entities and operating businesses. Furthermore, 37% of investors prefer core and core-plus strategies, though only 9% of real estate funds being raised target these areas – a sign of disconnect between investor appetite and fund orientation.
“This imbalance is prompting investors to rethink how they engage with the market, choosing structures that offer faster execution, flexibility and scale,” said Damian Harrington, Director, Head of Research, Global Capital Markets and EMEA at Colliers. “Platform deals give investors a seat at the table and greater control. It’s a tactical shift that reflects a more engaged, operational approach to capital deployment.”
Global allocations are also evolving, with multi-regional strategies accounting for nearly 30% of global fundraising, underscoring the push for diversification. North America accounted for 40% of fundraising in 2025 YTD, down from 50% in 2024, while Europe surged 50% and Asia Pacific jumped 130% year-on-year, reflecting growing interest in markets such as Japan, Australia and India.
Data centres are booming, offices stage a comeback
Data centres accounted for 31% of global real estate funds raised from Q1–Q3 2025, making it the second-most popular asset type, displacing industrial. Offices, which have been overshadowed since the pandemic, are rebounding globally. Alternatives such as student housing, self-storage and healthcare are also gaining traction, driven by demographic trends and supply-demand imbalances.
“Investor preferences are quickly evolving. With the deep integration of digital infrastructure in our economy, renewed interest in offices following expanded return-to-office mandates and momentum across demographic-driven sectors, it’s clear that capital is chasing both innovation and resilience,” continued Dawson.
Industrial, multifamily and retail remain resilient
Industrial, multifamily and retail assets continue to attract capital, particularly in markets with strong fundamentals and constrained supply. Investors are focusing on logistics hubs, urban residential growth corridors and retail formats anchored by essential services.
Value-add driving redevelopment and repositioning
As investors focus on value creation, many are looking to reposition existing assets. High construction and operating costs are accelerating adaptive reuse, particularly in supply-constrained markets. Office buildings are being upgraded to meet sustainability standards and evolving tenant demand, with APAC and Europe leading this trend.
“The year ahead will reward investors who can combine speed with strategy,” concluded Dawson. “We’re seeing a redefinition of how capital is deployed, with tactical execution, platform control and regional rebalancing driving flows. The focus is shifting to value creation, operational influence and long-term resilience across sectors and markets.”
Regional highlights
- United States: Pent-up capital and attractive valuations are fuelling renewed activity, particularly in multifamily, industrial, and data centres.
- EMEA: Europe remains a magnet for global capital, with office and industrial sectors leading a rebound amid improving liquidity and transparency.
- APAC: Robust growth prospects and rising allocations are boosting demand for office, logistics, and emerging alternatives such as data centres and student housing.
- Canada: Safe-haven appeal and supply constraints in multifamily and retail sectors are driving investor confidence, with institutional capital returning to the market.
Download the full report here .
Media Contact
Andrea Cheung
Senior Manager, Global Integrated Communications
[email protected]
416-324-6402
About Colliers
Colliers (NASDAQ, TSX: CIGI) is a global diversified professional services and investment management company. Operating through three industry-leading platforms – Real Estate Services, Engineering, and Investment Management – we have a proven business model, an enterprising culture, and a unique partnership philosophy that drives growth and value creation. For 30 years, Colliers has consistently delivered approximately 20% compound annual returns for shareholders, fuelled by visionary leadership, significant inside ownership and substantial recurring earnings. With $5.5 billion in annual revenues, a team of 24,000 professionals, and $108 billion in assets under management, Colliers remains committed to accelerating the success of our clients, investors, and people worldwide. Learn more at
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