Investor confidence is returning faster than expected, but recovery remains uneven and opportunity is highly location-specific. Deal activity is picking up as rates stabilise, with the strongest momentum in markets where stock shortages continue to drive competition and rental demand.
Smart investors aren’t waiting for perfect clarity. They are already moving, negotiating harder, targeting undervalued stock and securing assets ahead of the next growth phase.
What investors should focus on now:
Target areas with strong rental demand and limited stock supply
Negotiate aggressively while uncertainty still tempers prices
Upgrade portfolios before wider market confidence pushes prices higher
