Discover the latest quarterly real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
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Real estate
Q2 2026 Global Trends and Tactics:
Real estate opportunities and risks in the current environment
The European real estate market entered 2026 with improving fundamentals, stabilizing values and broadening transaction activity
- Markets with deep product pools including the U.K., Germany, Spain and France finished 2025 with positive investor sentiment and increased transaction volumes. The war in Iran has reignited concerns on macroeconomic uncertainty, and is likely to temper recovery.
- The pre-war market consensus that the ECB had concluded its cutting has shifted, with rate hikes now being priced in by year-end on the back of renewed inflationary pressure. European government bond yields have moved in tandem.
- European CRE has already endured a substantial correction cycle, with valuations now sitting at cyclical lows relative to many competing asset classes. This provides a degree of buffer and positions CRE more attractively on a risk-adjusted basis.
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