Spotlight: European Office Investment – Q3 2026
Average European prime CBD office yields move out by 13 bps in response to higher bond yields during Q3 2026
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Average European prime CBD office yields move out by 13 bps in response to higher bond yields during Q3 2026
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Strong wealth proposition and lifestyle provisions drive EMEA locations across the index
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"Looking ahead, if we assume that employment keeps pace with the increase in expenditure, we can calculate estimated employment growth based on the increase in defence spending as a percentage of GDP"

"Employment growth is set to drive significant expansions in industrial and logistics demand"

"Given the potential flow of demand over the next decade, which regions can expect to see a rise in take-up? Like many manufacturing industries, the defence sector benefits from significant agglomeration economies. To examine this, we can look at breakdowns of employment by region"

"Already employing close to one million people across the continent, Europe’s rearmament could stimulate significant demand for industrial and logistics space"

"Sam Quellyn Roberts, Director of EMEA Industrial & Logistics – Occupier Markets, discusses the complex needs of modern defence occupiers and the difficulty in fulfilling these requirements"

"The scale and ambition of the SDR should not be called into question; like much of the Western world, the UK has reacted to an increasingly conflict-prone international order. As experts in logistics real estate, we would note several key policy implications that the government will need to address as part of the SDR’s implementation"

"The impact of rising defence spending will have far-reaching consequences on UK and European property markets"

"July sees healthy flow of deals as year-to-date volume surpasses £2 billion"

"Over the past week or so we have seen a series of potential tax changes floated in the press in advance of this year’s Autumn Budget. "

"Outlet retail draws capital as consolidation accelerates, supply remains tight, and prime assets deliver attractive returns"