Marston Investment Management, an asset management company specializing in alternative investment, a..
Marston Investment Management, an asset management company specializing in alternative investment, announced on the 4th that it has published a report on major trends and strategies in the global commercial real estate market in 2025.
The report analyzed the possibility of recovery and investment opportunities in the global commercial real estate market from various angles and suggested strategic directions to secure mid- and long-term investment stability amid continued uncertainties in the financial market.
Among them, the “Global Resilience Score” was released to evaluate the resilience of each country’s office market after the COVID-19 pandemic, which was calculated by comprehensively considering vacancy rates, rent, and price fluctuations.
Based on this, regions with high investment attractiveness and cities with relatively high opportunities and risks were compared, and resilience and growth potential by city were quantitatively evaluated.
Seoul, Miami and Oslo are resilient and have long-term stability, and have been evaluated as the “top tier” that is expected to continue to earn profits in the future.
The investment attractiveness was evaluated by dividing global cities into four tiers by combining urban resilience and future growth analysis led by the Marston Investment Management R&S (Research & Strategy) headquarters.
It explained that regions with high city-specific resilience and high growth potential (Miami, Sydney, Berlin, Paris, etc.) are suitable for long-term investments and stable portfolios, and regions with growth potential and high resilience (Seoul, Milan, Dallas, etc.) are suitable for conservative investments.
In addition, rental housing has steadily maintained a high proportion of investment and trading volume, and new investments are concentrated in gateway cities in the U.S. and Europe as the preference for safe assets grows amid growing internal and external uncertainties.
In the United States, the Sun Belt (Sunbelt, a region with high sunlight south of 37 degrees north latitude) such as Dallas, Atlanta, and Miami was prominent.
In Europe, the volume of Paris, which enjoyed the Olympic special, has declined and investment funds have flowed into London, where cross-border transactions are traditionally active.
In addition, U.S.-led capital flows and growth are expected to strengthen next year, but market volatility is also expected to be high due to geopolitical risks and changes in global monetary policy.
At the same time, he predicted that the arrival of the Trump 2.0 era would add additional uncertainty to the global supply chain and trade environment as protectionist and U.S.-first policies are strengthened.
“The global commercial real estate market is expected to enter a recovery phase from the second half of 2025 and needs a strategic approach that combines stability and growth potential,” said Jihyo-jin, director of Marston Investment & Management’s R&S headquarters. “In the rapidly changing macroeconomic environment, the TPA (Total Portfolio Approach) to consider the entire portfolio will receive more attention.”
link
