REF-2026 · Sector Analysis · May 2026
Riyadh Office Market: Supply Pressure and Demand Resilience
Grade-A office vacancy in Riyadh has compressed to 4.1%, the lowest in 12 years, driven by Vision 2030 corporate relocation mandates and limited new completions.
REF-CYCLE · Market Commentary · May 2026
Dubai Residential Pricing: Are We Late Cycle?
A data-driven assessment of whether Dubai's four-year residential price appreciation cycle has peaked, and what the indicators suggest about near-term market direction.
REF-GCC · Investment Theme · April 2026
Data Centers as Institutional Real Estate: Risk-Return Profiling for GCC Allocators
The rapid digitalisation of GCC economies creates the structural foundation for a new institutional asset class. We assess the risk-return characteristics of hyperscale versus edge data center assets.
REF-OPPORTUNITY · Market Intelligence · April 2026
Kuwait Real Estate: The Underanalysed Allocation Opportunity
Kuwait's real estate market receives disproportionately limited institutional coverage relative to its population, liquidity depth, and sovereign capital base. We present a first-principles assessment.
REF-UNDERSUPPLY · Sector Analysis · March 2026
GCC Logistics: Structural Undersupply and the E-Commerce Demand Driver
Grade-A logistics vacancy across the GCC stands at 3.2%, constrained by limited zoned land near urban distribution points. E-commerce penetration growing at 18% CAGR is compressing absorption timelines.