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.
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"On Wednesday 11 October 2023 we held a webinar to discuss Semiconductors and the Logistics Sector."

"UK tops European investor wishlist, as sentiment improves for logistics and living sectors"

"European Industrial Outdoor Storage investment expected to grow by 4.5%"

"With Europe’s economy continuing to struggle it’s increasingly clear that any sustained recovery in the occupier market is unlikely to begin until 2024. With that said, leasing activity is in line with its pre-pandemic levels, and we have seen a slight uptick in investment volumes this quarter. With interest rates expected to peak in late 2023, we may start to see further activity as prices stabilise"

"Savills European Real Estate Logistics Census outlines the challenges and opportunities facing Europe’s logistics occupiers, developers and investors"

"While the US$41.6 billion of investment in the global logistics sector was around 41% down on the year, it was nearly 10% above the equivalent Q2 level in 2019. Investors remain bullish on the long-term prospects for the sector, suggesting bust will not follow boom in the next 12 months"

"Investors are increasingly cautious when deploying capital into logistics, despite the fact that many institutions continue to openly back the sector"

"Mark Russo, Senior Director, Head of Industrial Research, North America, shares his views"

"The semiconductor shortage, aka 'chip shortage', experienced in 2021 and 2022 has been primarily attributed to a combination of factors that disrupted the global supply chain and increased demand for semiconductors"

"The pandemic put the importance of a stable supply of semiconductors to modern economies in stark relief. Additionally, as geo-political tensions have risen and threatened global supply chains, most developed economies have introduced policies aiming to bolster their domestic semiconductor production"
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.