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.
Read now
A confidence shock, a quarter on mute.
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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.
Spotlight: European Office Development
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.
Stronger for longer: The region’s recent outperformance is increasingly underpinned by structural factors
Spotlight: Southern Europe Investment – 2026
Stronger for longer: The region’s recent outperformance is increasingly underpinned by structural factors
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 Investment Nowcast – Q1 2026 preliminary results
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.

"The European logistics market is entering a more selective phase of the cycle, characterized by demand that remains solid but is increasingly focused on high-quality properties capable of meeting ever-more-sophisticated operational, technological, and energy requirements."

"Savills European Real Estate Logistics Census outlines the challenges and opportunities facing Europe’s logistics occupiers, developers and investors"

"Stronger economies are supporting property income, but renewed rate pressure is keeping the recovery selective, prime-led and regionally uneven."
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"This report analyses the economic outlook, occupier market dynamics, rental performance and investment activity across the five largest office markets, highlighting both their shared strengths and their increasingly distinct local market characteristics."
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"This Logistics Spotlight Report, produced in collaboration with WiredScore, explores how connectivity, technological flexibility, grid constraints and digital infrastructure are shaping the future of Dutch logistics real estate. The report examines why technology readiness is emerging as an increasingly important driver of occupier demand, asset performance and long-term value."

"The residential sector remains one of the most attractive asset classes in the Italian real estate market, driven by structural growth in demand, a persistent imbalance between supply and demand, and its countercyclical nature. This is according to the Savills report "Italian Living Overview: “Space, People, Community in the Residential Sector""

"European shopping centres are entering a new phase of recovery, characterised by improving fundamentals, broadening investor interest and an increasingly pronounced quality divide."

"Real Estate Investment Accelerates: Liquidity, International Capital and the Return of Large Deals"

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

"European office vacancy rates remain stable, as shortage of new-build space pushes up prime CBD rents."