Spotlight: European Investment – Q1 2025 Preliminary Results and Forecasts
Despite short-term hurdles, the European real estate market is set to grow, with investment volumes expected to rise 13% YoY in 2025 and 25% in 2026
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Despite short-term hurdles, the European real estate market is set to grow, with investment volumes expected to rise 13% YoY in 2025 and 25% in 2026
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European office demand held steady in 2025, with vacancies at 9% and incentives tightening, and take-up forecast to grow 3% in 2026.
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European office investment set for 2026 rebound

Spotlight: European Office Investment – Q4 2025
European office investment set for 2026 rebound
Europe’s grocery sector will remain resilient, but growth is modest — leaving cost discipline, format agility and balance‑sheet strength as the key drivers of outperformance.

European grocery market outlook
Europe’s grocery sector will remain resilient, but growth is modest — leaving cost discipline, format agility and balance‑sheet strength as the key drivers of outperformance.
The beginnings of a descent in global interest rates during 2024 have brought a resurgence in some prime residential markets.
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Spotlight: Monaco – 2025
The beginnings of a descent in global interest rates during 2024 have brought a resurgence in some prime residential markets.

"Student housing, multifamily and senior rental housing all share the same basic principles, but each is tailored to their residents’ requirements"

"Many countries are experiencing a fall in their student-aged population, which makes international students particularly important. Improving higher education standards across the globe are broadening choice and making the competition for international students greater than ever"

"People of all ages are embracing more flexible forms of living, creating opportunity for providers of ‘alternative’ residential rental assets"
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"Global investment volumes dipped slightly in 2018, but remain high by historical levels at over $17bn"
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"A variety of institutional investors are increasingly active in the market. But, developer owner-operators still play a key role"
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"Joint ventures between global players are common and allow investors to achieve scale"

"A further sign of the maturity of the sector is the rise of dedicated student housing REITs"

"Student accommodation remains an attractive asset class for investors, underpinned by the sector’s strong fundamentals"
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"What does the future hold for student accommodation as a sector?"

"The young and the elderly are shaping demand for some of the industry's fastest growing asset classes"
Exploring the global trends shaping the world of real estate, the 2025 edition of Impacts looks at why real estate needs to adapt and think differently given existing geopolitical, environmental and economic volatility.