Dubai Daily

Episode 10: Market Timing & Investment Strategies - 2025-2026 Outlook


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Welcome to Episode 10 of Dubai Daily - your strategic guide to market timing and off-plan investment in 2025-2026.
**MARKET FORECAST 2025-2026:**
šŸ“Š **Overall Market:**
- Average property values: +8% through end of 2025
- Potential correction: 5-10% in H2 2025/early 2026
- Market recalibration (not reversal)
- Transition from speed to selectivity
šŸ’Ž **Luxury Segment:**
- Historic highs: $2.6B in $10M+ home transactions (Q2 2025)
- Prime/waterfront zones: +4-6% through end-2025
- Limited availability + strong international demand
- Value retention expected
šŸ˜ļø **Mid-Market Segment:**
- Potential correction: 10-15% where supply concentrated
- High rental yields expected
- Quality assets favored over quick-flips
**SUPPLY SURGE 2025-2026:**
šŸ“ˆ **Handover Projections:**
- 2024: ~30,000 units
- 2025: ~90,000 units
- 2026: ~120,000 units
- Total 2025-2026: 210,000+ new units (80% increase vs 2024)
āš–ļø **Supply vs Demand:**
- Largest supply wave in over a decade
- Moderate price pressure in resale-heavy/overbuilt zones
- Historical completions: ~56% of projections (softens oversupply risk)
- Dubai population: 4M+ by 2026 (3-3.5% CAGR)
šŸš€ **Demand Drivers:**
- D33 Economic Agenda
- Golden Visa (AED 2M minimum)
- Mega infrastructure projects
- Population inflows + expatriate demand
**OFF-PLAN INVESTMENT STRATEGY (NOVEMBER 2025):**
šŸ’° **Pricing Advantage:**
- 15-30% lower than completed units
- Payment plans: 10-20% down + staggered installments
- Post-handover payment options available
šŸ“ˆ **Capital Appreciation:**
- Market growth: 5-8% in 2025 (some forecasts 10%)
- Off-plan appreciation: 15-25% by completion
- Benefit from appreciation before handover
šŸ† **Rental Yields:**
- Typical: 6-8% (above global averages)
- Select projects: Up to 12%
- Short-term rentals: +18% forecast in 2025
āœ… **Investor Benefits:**
- Zero property tax
- No capital gains tax
- Golden Visa eligibility (AED 2M+, even off-plan)
- Developer incentives (waived DLD fees, rental guarantees)
- Escrow regulations protect investor funds
**STRATEGIC LOCATIONS:**
šŸ˜ļø **Jumeirah Village Circle (JVC):**
- Rental yield: 7.82%
- Steady cash flow: 7-10% annually
- Affordable homes + community feel
šŸ›« **Dubai South:**
- Growth potential: 44.7% by 2026
- Stable rental yields
- Strategic location (Al Maktoum Airport)
🌊 **Creek Harbour:**
- Growth potential: 32.5% by 2026
- Waterfront living
- Sustainability + luxury focus
šŸ™ļø **Other High-Demand Areas:**
- Downtown Dubai: High yields + capital appreciation
- Business Bay: Luxury residences leader
- Palm Jumeirah: Ultra-luxury, resilient demand
- Dubai Hills: Family-friendly, green spaces
**RECENT MARKET ACTIVITY (OCT 27-31, 2025):**
šŸ’µ **Transaction Volume:**
- Total: AED 20.57B ($5.6B)
- Sales: 4,461 transactions
- Sales value: AED 16.76B ($4.6B)
šŸ“Š **Year-to-Date (Through October):**
- Total property sales: AED 559B
- Surpassed entire 2024 record (AED 522.1B)
- Sustained investor confidence
**INVESTOR TAKEAWAY:**
November 2025 = strategic window for off-plan investment. Market maturing with measured growth. Focus: Creek Harbour + Dubai South (capital appreciation), JVC (rental yield 7-10%). Golden Visa: AED 2M+ investment. Choose DLD/RERA-verified developers. Plan long-term (medium to long-term gains). Diversify locations + property types.
Hosted by Parag Kundalwal, Founder & CEO of Consultaa.
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Dubai DailyBy Parag Kundalwal