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

"A confidence shock, a quarter on mute."

"European office yields stable in Q1 2026."

"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 investment set for 2026 rebound"

"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"

"Appetite for larger lot sizes gradually increases"

"Average prime European office yields compress by 5 bps during Q2 2025, driven by core Western European markets"

"The outlook for the European investment market in the second half of 2025 is cautiously positive. Despite ongoing geopolitical tensions, a stronger performance is anticipated across most European countries"