Newsletter

The global economy is entering a more uncertain phase in 2026 as geopolitical tensions, inflation pressure and rising oil prices create new risks for markets.With U.S. inflation climbing to 3.3%, oil prices moving above US$105 per barrel, gold reaching around US$4,700 per ounce and copper staying firm at US$13,000 per tonne, investors are facing a market environment that looks increasingly inflation driven.Supply Shocks Add PressureGlobal markets are already absorbing major supply disruptions across key commodities, including fertilisers, LNG, oil and helium.These are not small disruptions. They affect food, energy, manufacturing and logistics, which means cost pressures can spread quickly across the global economy. This raises the risk of slower growth while inflation remains elevated.Oil Market Volatility Remains a Key RiskThe Strait of Hormuz remains a major concern, with daily vessel crossings reportedly down by more than 95%.With European and Asian refineries rushing to secure oil cargoes, oil prices could remain volatile. If disruption continues, oil may potentially move above US$150 per barrel in the coming months.Investors Turn Toward Real AssetsIn this environment, portfolio strategy needs to be more defensive and deliberate.Real estate, gold, silver and commodities are becoming more important as inflation-resilient assets. These assets can help investors preserve value when markets become volatile and confidence in traditional growth assets weakens.OutlookThe global economy in 2026 is likely to be shaped by one major trade-off: growth or inflation.If geopolitical risks continue and energy prices stay high, investors may need to prepare for more market turbulence. Real assets, especially well-selected real estate, could remain attractive because they offer income, long-term value and protection against inflation pressure.For investors, the priority is no longer just chasing returns. It is about building a portfolio that can stay resilient through uncertainty.Discover More HereDownload

Dubai’s property market has long been driven by location, but in 2026, investors are looking beyond the address.With rapid development cycles and a strong off-plan market, developer credibility has become one of the most important factors in deciding whether an investment succeeds. Buyers are not only purchasing a property. They are trusting a developer to deliver the project, quality and long-term value promised.Off-Plan Demand Raises the StakesDubai recorded strong activity, with over 17,000 transactions and around AED 70 billion in sales recently. More importantly, around 70% of activity came from off-plan units. This makes execution risk a major consideration. Delays, redesigns, cost pressure and poor finishing can affect final returns, even when the location is attractive.Developer Quality Shapes Property ValueIn areas such as Business Bay and JVC, nearby towers can achieve very different rental and resale values. The difference is often not location, but build quality, finishing, maintenance and brand trust. This is why investors are increasingly willing to pay a premium for developers with a proven delivery record.Investors Are Buying PromisesIn an off-plan-heavy market, the product is not fully visible at the time of purchase. Investors are effectively buying a promise that the project will be completed well, on time and to the expected standard.That makes due diligence more important. Track record, financial strength, contractor network and post-handover management are no longer secondary details. They are part of the investment case.OutlookDubai will remain a strong real estate market, but investor behaviour is becoming more selective.Established locations will continue to attract demand, but the gap between strong and weak projects may widen. For buyers and investors, the key is no longer just choosing the right area. It is choosing the right developer, the right product and the right execution strategy.Download to see insights from other country marketsDownload

Canada’s housing market showed signs of stabilisation in March 2026, as national conditions moved closer to balance. Improved affordability and stronger seasonal demand helped support prices after previous declines, giving buyers and sellers a more stable market environment.Toronto Market TightensIn the Greater Toronto Area, sales reached 5,039, up 1.7% year-on-year, while new listings fell 16.7% year-on-year. This shows that supply is dropping faster than demand. Although prices were still down annually, they remained stable month-on-month, suggesting that a price floor may be forming.Vancouver Remains BalancedMetro Vancouver recorded 2,032 sales, down 2.8% year-on-year, while new listings fell 10.3% year-on-year. However, active listings remained high at 14,774, around 38% above average. This gives buyers more choice and keeps price growth limited for now.Buyers Still Hold Negotiating PowerCompared with 2025, buyers continue to benefit from more options and stronger negotiating power. However, as the spring market progresses and supply adjusts, conditions may begin to tighten gradually in selected cities.OutlookCanada’s housing market is likely to remain more balanced in the near term, with different cities moving at different speeds.Toronto may see stronger support if supply continues to fall, while Vancouver could stay steady due to higher inventory. For buyers, this remains a useful window to compare options, negotiate carefully and enter the market before conditions tighten further.Download to see insights from other country marketsDownload

Cambodia’s real estate market is showing signs of gradual recovery in early 2026, with demand shifting away from speculative trading and moving toward real buyers, landed homes and infrastructure-linked locations.Landed Homes Lead the RecoveryThe borey, or landed property segment, remains the most active part of the market. Demand is supported by Cambodia’s growing middle class, better financing options and stronger buyer confidence.At the same time, condominiums are recovering more slowly due to oversupply in selected districts. However, rental demand from expats and professionals continues to support the segment.Growth Corridors Gain Investor AttentionInfrastructure is becoming a major driver of property value. Areas linked to Ring Road 3, the New Airport Corridor, Chroy Changvar, Sen Sok and Kamboul are attracting more attention from buyers looking for long-term growth.Land in growth corridors has also seen strong appreciation, rising from around US$10 to US$20 per sqm in 2016 to US$100 to US$200 per sqm in 2026.Buyers Are Becoming More CarefulCambodian buyers and investors are becoming more data-driven. Instead of chasing short-term gains, they are now focusing on hard titles, infrastructure access, rental yield and long-term fundamentals. This marks a healthier shift for the market.OutlookCambodia’s property market is expected to strengthen over the next 6 to 12 months, led mainly by landed homes and land in growth corridors. Condos may take longer to recover due to existing stock, but urban expansion toward the south and west will continue to shape new investment opportunities.For long-term investors, 2026 looks like a strategic buying window, especially for land and infrastructure-led locations.Download to see insights from other country marketsDownload

Australia’s housing market continued to grow in March 2026, but the momentum is becoming more uneven across the country.According to Cotality’s National Home Value Index, national home values rose 0.7% in March and increased 2.1% in the first quarter of 2026. While this shows that the market is still moving upward, growth has slowed compared to the 2.8% increase recorded in the final quarter of 2025.Perth Becomes Australia’s Strongest Property MarketPerth was Australia’s strongest performer, with home values rising 2.5% in March and 7.3% over the quarter. This added about $69,000 to the median dwelling value.The main driver is limited housing supply, with listings still well below historical averages. Regional Western Australia also showed strong gains, including areas such as Bunbury.Sydney and Melbourne Show Softer ConditionsSydney and Melbourne recorded softer conditions as more housing supply, lower auction clearance rates and better buyer choice reduced market urgency.This shows that Australia’s property market is no longer moving evenly. Local supply and demand now matter more than overall national growth.Buyers Are Becoming More SelectiveThere are also early signs that purchasing activity is beginning to slow. Transaction volumes are trending below last year and below the five-year average.Cost-of-living pressure, interest rate uncertainty and global economic concerns may continue to affect buyer sentiment. However, markets with strong population demand and limited supply, such as Perth, remain better positioned than areas with higher available stock.OutlookLooking ahead, Australia’s property market is expected to remain positive but more selective.Perth is likely to stay one of the strongest markets due to tight supply and steady demand, while Sydney and Melbourne may continue to grow at a slower pace. For investors, the key is choosing markets with strong fundamentals rather than following national trends alone.As Australia’s property market shifts, opportunities are becoming more location-driven than ever. Whether you are exploring high-growth markets like Perth or reassessing your strategy in major cities, now is the time to make informed decisions. Connect with our team at sales@iqiwa.com.au to discover where the real opportunities are and take your next step with confidence.Download to see insights from other country marketsDownload

The May 2026 Juwai IQI Global Real Estate Newsletter highlights a property market that is becoming more selective, data-driven and opportunity-focused. Across major regions, investors are no longer looking only at price growth. They are paying closer attention to fundamentals such as supply, infrastructure, developer credibility, rental demand, policy reform and long-term economic resilience.In Australia, the housing market continues to show uneven growth. Perth remains the strongest performer, supported by limited housing supply and strong price momentum, while Sydney and Melbourne are experiencing softer conditions due to higher listings and more cautious buyer activity. This reflects a wider shift where performance depends heavily on local supply and demand, not just national market sentiment.Cambodia is showing signs of recovery, led by landed homes, real buyer demand and infrastructure-linked growth corridors. Areas connected to Ring Road 3 and the New Techo International Airport are becoming more attractive as investors shift toward long-term value instead of short-term speculation.Dubai remains active, but investors are becoming more careful. In an off-plan-heavy market, developer credibility, delivery record and product quality now matter as much as location. A strong address may attract buyers, but the right developer determines the final investment outcome.Malaysia’s property market is also changing as buyers become smarter and more data-driven. With access to transaction records, valuation tools and market comparisons, modern buyers expect real estate professionals to offer more than listings. Agents must now provide faster responses, stronger insights and better advisory value.Lifestyle markets such as Greece and Italy continue to attract international interest. Greece is supported by strong tourism, Golden Visa demand and limited supply, while Sardinia offers seasonal rental opportunities as summer demand builds.In Thailand, foreign condo demand is moving toward more affordable and practical homes. Chinese buyers remain important, but Indian buyers are emerging strongly, especially for larger family-sized units intended for long-term living.Vietnam, Pakistan and the Philippines are facing different market conditions. Vietnam is seeing short-term pressure from higher mortgage rates, but large urban projects support long-term confidence. Pakistan is gradually recovering as buyers favour safer, legally approved projects. The Philippines remains cautious due to energy-driven inflation, although industrial real estate continues to show resilience.Overall, May 2026 points to a global real estate market where smarter decision-making matters more than ever. The strongest opportunities are no longer just in fast-rising markets, but in locations with strong fundamentals, reliable demand, quality developers and long-term growth potential.Discover more hereDownload

Italy: A Resilient Safe Haven for Global InvestorsItaly’s real estate market continues to show strong resilience in 2026, even as global conditions remain uncertain. Despite geopolitical tensions and energy price fluctuations, demand for prime Italian properties has remained steady, especially among international investors seeking secure and stable assets.Why Italy Remains AttractiveThe strength of Italy’s property market lies in its fundamentals. A combination of rich cultural heritage, high living standards, and a stable legal framework makes it a reliable choice for both lifestyle buyers and long-term investors.Demand continues to hold firm in prime locations and lifestyle-driven destinations, reinforcing Italy’s position as a safe haven within Europe.Sardinia: A Premium Investment HotspotSardinia stands out as one of the most attractive regions in Italy. Its exclusive coastal properties, luxury villas, and limited supply continue to draw strong interest from international buyers, particularly from Asia and the Middle East.The island’s unique blend of lifestyle appeal and long-term value makes it a key focus for investors looking for both capital preservation and quality living.Growing International DemandGlobal investors are increasingly shifting towards high-quality, secure assets that offer both lifestyle and investment benefits. Italy’s strategic location, strong infrastructure, and global appeal position it as an ideal destination for portfolio diversification.OutlookLooking ahead, Italy is expected to remain a resilient investment destination as global uncertainty continues. Lifestyle markets such as Sardinia will likely see sustained demand, while prime assets across the country continue to benefit from long-term international interest and capital inflows.Download to see insights from other country marketsDownload

Chinese buyers continue to play a dominant role in Australia’s residential property market, contributing a significant share of the AU$3.7 billion in total foreign investment. On average, they invest around AU$400 million per quarter, far exceeding other international buyer groups and reinforcing their position as the largest foreign investors.Australia remains one of the most preferred destinations for Chinese buyers, consistently ranking among the top global markets. Its strong education system, stable economy, high quality of life, and proximity to Asia continue to make it an attractive and accessible investment destination.This demand is further supported by migration trends. In 2025, more than 35,000 Chinese citizens moved to Australia, while around 700,000 residents in the country were born in China, highlighting the growing long-term influence of this buyer group on the housing market.Chinese buyers are not only driving investment activity but also shaping long-term residential demand. Their presence continues to support market stability and growth, particularly in key urban areas.OutlookLooking ahead, Chinese investment in Australia is expected to remain resilient, supported by strong migration flows and consistent lifestyle appeal. As global conditions stabilise, this segment is likely to continue playing a key role in sustaining demand and supporting long-term market growth.Discover More HereDownload