Proprietary research across nine GCC and MENA markets. Our intelligence is generated through primary market research — not resold from consultancy reports. We share selected views publicly. Full research access is reserved for advisory clients.
Transaction volumes in Dubai's residential segment declined 8.4% in Q1 2026 following 14 consecutive quarters of price appreciation. Our analysis distinguishes between speculative unwinding and genuine demand compression — a critical distinction for capital allocators with longer hold horizons.
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. Our conviction on last-mile industrial assets in Jeddah and Abu Dhabi remains elevated.
GCC sovereign wealth funds have increased real estate allocations by an aggregate AED 340B over the past three fiscal years, with increasing emphasis on income-generating assets. This structural capital rotation is reshaping pricing dynamics and exit liquidity across core sectors.
Structural undersupply against accelerating e-commerce penetration creates durable income premiums in strategically located last-mile assets.
Vision 2030 tourism infrastructure mandates and post-pandemic demand recovery support selective opportunities in business and lifestyle hospitality.
Institutional-grade multifamily remains nascent in the GCC with growing renter population and lack of professionally managed stock.
Master-planned mixed-use assets with diversified income streams exhibit lower volatility and improved institutional exit liquidity.
Rapid cloud adoption, AI infrastructure demand, and sovereign digital economy mandates underpin a generational build-out opportunity.
Our research team conducts primary market intelligence across nine markets each quarter. Vacancy, absorption, pricing, and pipeline are updated from direct market engagement.
GCC real estate markets are navigating a complex transition: the post-pandemic liquidity cycle is normalising, global interest rates remain elevated, and Vision 2030 capital deployment is generating structural demand in specific sectors.
Our current conviction is highest in logistics, data centers, and select hospitality — sectors supported by structural demand drivers that are relatively insulated from interest rate sensitivity. We remain cautious on speculative residential and highly leveraged development mandates.
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