Asset values have rebased, and occupier activity appears poised for recovery in the favourable context of declining European interest rates and soft albeit positive economic growth. Unlike the previous cycle, where yield compression benefitted all markets, we expect that performance in the new cycle will be more nuanced and increasingly dependent on careful market and asset selection. To fully capitalize on the emerging cycle, we think investors should focus on modern assets, which occupiers are increasingly favouring for their efficiency and sustainability benefits amid rapid technological advancements and evolving ESG standards.

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