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.

"Global cargo volumes rose sharply in 2024, driven by strong growth across all regions, with shifting trade dynamics reshaping the future of global port activity"

"Just when you thought it was safe to go back in the water – will tariffs derail a recovery in the European economy?"

"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"

"A slowly improving but fragile economic situation should support the recovery in the investment market, while there are signs that the occupiers market may be reawakening"

"A slowdown in China"

"Despite weak take-up there are signs of life in the occupier market and we expect a recovery in 2024"

"Investment volumes show a clear upward trend, can this momentum be sustained in 2025?"

"Key property themes that will impact the European real estate sector in 2025 and investment opportunities for core, value-add and opportunistic investors"

"The robust performance in the final quarter of last year is expected to bring annual investment volumes to approximately €174 billion, aligning closely with our €170 billion forecast and marking a 17% year-on-year increase"

"Looser monetary policy is fanning the embers of Europe’s industrial and logistics markets"
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.