Spotlight: European Office Investment – Q4 2025
European office investment set for 2026 rebound
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European office investment set for 2026 rebound
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"Following headwinds in 2025, the global market enters 2026 on an uncertain footing"
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"Thank you to those who joined us for our webinar: Navigating the South East’s Future Under the New NPPF. We hope you found the session valuable. During the webinar, Charlie Collins, Andrew Watson, Graham Wilson and Chloe Leckie discussed how changes to the NPPF and wider reforms will influence planning policy, housing delivery and development across Kent, Surrey and Sussex."

"European office demand held steady in 2025, with vacancies at 9% and incentives tightening, and take-up forecast to grow 3% in 2026."

"Portfolio scale, North American capital and balance sheet recycling inject liquidity."
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"Margin pressure and rising capex push grocers toward M&A, buybacks and portfolio rationalisation."

"Europe’s grocery sector will remain resilient, but growth is modest — leaving cost discipline, format agility and balance‑sheet strength as the key drivers of outperformance."

"From downsizing legacy assets to rolling out urban formats, retailers chase proximity, speed and low‑friction shopping."

"Europe’s grocery market adapts to convenience, disciplined value, and the cost of protecting consumers."

"Lean operators squeeze from below as discounters expand, testing the resilience of Europe’s grocery incumbents."