GS: The Postmodern Cycle – Positioning for Secular Change

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Don’t you (forget about me) – Why real estate deserves a fresh look in 2026

Global real estate continues to recover, with listed REITs delivering positive returns and offering historically attractive valuations despite underperforming broader equity markets. With strong fundamentals, improving property market dynamics, and rising investor demand for diversification, the asset class looks increasingly well positioned for a broader re-rating in 2026.