Content (109)
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White papersThe shift to rent - Unlocking senior house demand
Today’s seniors in the UK are in a unique position relative to previous generations. They live longer, are healthier, better educated and wealthier than their predecessors. The decisions seniors make around housing are driven by quality of life, ability to manage activities of daily living, their own personal and family circumstances, and affordability.
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White papersNew Logistics Demand Drivers offset Impact from Iran Conflict
Regardless of short-term cost pressures from the ongoing conflict in the Middle East, the long-term prime European logistics recovery is forecasted to withstand its effects and stay on track. Potential upside might come as occupiers switch their focus from just-in-time to just-in-case approach by adding more space to facilitate higher inventories.
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White papers2026 Mid-Year European Outlook: European Real Estate Recovery Can Withstand Pressure From Middle East Conflict
The conflict in the Middle East retains centre stage. Regardless of its short-term pressures, the long term prime European real estate recovery is forecasted to withstand its effects and stay on track with solid current income yields and projected rental growth offering resilience over our 5-year horizon.
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White papersEuropean Residential Expected To Remain Resilient If Prolonged Middle East Conflict Triggers Downside Scenario
Moderating mortgage rates and a recovery in lending volumes over the past year have supported the recovery in house prices. The ongoing conflict in the Middle East could however lead to an increase in energy prices and force central banks to hike rates to curb inflation. This in turn, could halt the house price recovery and trigger more demand for rental units.
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White papersEuropean Retail Parks & Shopping Centers are Back
Macroeconomic drivers for retailers have become more supportive, as Eurozone 2026–30 real retail sales are projected to grow by 1.5% p.a.. Even if consumer confidence remains below pre-COVID levels, it has improved from 2023 lows and remained stable during recent challenging geopolitical uncertainties.
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White papersWhy and Where to Invest in European Real Estate
As 2026 has started, we provide a reminder and update on the reasons for investing into European real estate and identify the specific markets where we believe the best risk-adjusted returns can be expected.
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White papers2026 European Outlook - Navigating The Winds of Change
With inflation now close to central banks’ target levels, financial markets are not expecting any further rate cuts in the Eurozone. Increasing levels of government debt, US trade policy uncertainty and remaining inflation concerns continue to weigh on the bond markets and limit the chances of government bond yields’ tightening.
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White papersReconciling Prime Market and Fund-level Returns
The strong long-term correlation between our usual European prime market returns and European fund-level returns provides a solid basis for testing whether we can use prime market returns to project fund returns.
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White papersIncreased Transition Risk Premium Based on Higher Costs & Better Data
The latest data on temperature and sea level rises confirm that climate change continues to advance. Despite reduced emissions from both the EU27 and the US, global emissions growth continues. These trends might push the Paris accord target of 1.5 degrees by 2050 out of reach when we consider all industries and countries.
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Research ReportIncrease In Conversions Expected To Benefit European Office Market Recovery
In this publication, we update our analyses for European office markets. Our initial analyses show that GenAI is expected to have a positive impact on office employment as it will automate certain routine tasks, while creating new higher value-add AI-related jobs. London, Paris and Frankfurt are expected to benefit most from future AI adaptation.
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White papersBroad-based Logistics Demand Offers Resilience Against Tariffs
Despite the most recent reductions and pauses, tariffs triggered a spike in trade policy uncertainty. This is expected to push up supply chain pressures. European logistics occupiers are likely to further deepen their operational focus from just-in-time to just-in-case to ensure continuity. This might trigger a higher demand for logistics space.
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White papers2025 Mid-Year European Outlook: Still On Track, Despite Tariffs
The prime European real estate recovery is expected to stay on track. Regardless of the fast-changing news on tariffs and its related macroeconomic uncertainties, current income and projected rental growth are expected to mitigate the tariff’s impact on European prime returns.
