What this report is and why we wrote it
Q1 2026 ended before the full weight of the geopolitical situation had settled into the numbers. What we saw in March — and continue to see into April — tells a different story to what a standard quarterly report would show.
So instead of publishing numbers we couldn't stand behind, we went back twenty years and mapped every moment this market has faced significant pressure. Here is what we found.
The policy playbook Dubai has used every time and why this time will be no different.
The supply, the sentiment and the signals our team had been watching long before March.
What 2008, the oil crash and COVID have in common and what always comes next.
What phase of the cycle we're in and what that has historically meant for buyers.
The demographic and capital flows that haven't changed despite the headlines.
Good decisions begin with context
Whether you are holding, considering your next move or trying to understand what the current market means for your position, the right conversation can make all the difference.
Our team has navigated every version of this market and is here to help you figure out what comes next for you specifically.
