
Market in Minutes: European Investment Nowcast – Q3 2026 preliminary results
"Stronger economies are supporting property income, but renewed rate pressure is keeping the recovery selective, prime-led and regionally uneven."
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"Stronger economies are supporting property income, but renewed rate pressure is keeping the recovery selective, prime-led and regionally uneven."

"European consumer economy defies expectations to help logistics market see 20% rise in take-up against the same period last year."

"A confidence shock, a quarter on mute."

"European office markets remained resilient in Q1 2026, with take-up broadly in line with recent trends and vacancy stable at 9.4%, while a sharp decline in future completions points to tightening supply and rental growth."

"Another energy shock tests the resilience of European logistics occupiers and investors."

"European investment activity is set to rise by 6% YoY to €52 billion in Q1. Global capital is returning, albeit not yet at full speed, and confidence is gradually building. As a result, full-year investment volumes are forecast to increase by around 16%, with a further 17% growth expected in 2027."

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

"European office investment set for 2026 rebound"

"Key property themes that will impact the European real estate sector in 2026"

"European real estate investment volumes are on track to reach c.€77 billion in Q4 2025, a 12% year-on-year increase. This would bring the full-year total to c.€215 billion, 9% higher than volumes recorded last year"