"Diversified demand and strategic commitments define 2025."

"The logistics market has passed its toughest phase, but weak economic growth limits upsizing. Rental growth should stay modest at 2.7% in 2026, with supply moderation and structural trends paving the way for more landlord-friendly conditions later in the decade."

"Debt clouds lift: easing rates and renewed lender confidence set the stage for Europe’s real estate investment recovery"

"Rising defence spending is set to accelerate investment in industrial and logistics infrastructure. From advanced manufacturing plants and R&D facilities to logistics platforms and high-performance computing and data centres, defence production requires a wide range of highly specialised assets."

"Regulation is tightening across Europe, reshaping real estate markets, with significant implications for the residential and data centre sectors. In 2026, while new rules will constrain rental growth and landlord flexibility, they will also provide clearer frameworks, exemptions and long-term visibility for institutional capital."

"Infrastructure is now firmly embedded within real estate, acting as a key catalyst for scale capital. Investors such as Macquarie, Brookfield, EQT, Ardian and BlackRock are increasingly targeting hybrid assets where infrastructure and property converge."