
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."

"Stronger economies are supporting property income, but renewed rate pressure is keeping the recovery selective, prime-led and regionally uneven."

"A confidence shock, a quarter on mute."

"A confidence shock, a quarter on mute."

"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 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."

"Interest from Japan in the London real estate market has come back. "
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"Of the US$380 billion invested in global real estate in H1 2025, $33.4 billion was by ‘end-users’ (owner-occupiers) purchasing the buildings which they fully, or partially, occupy."
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"Of the US$380 billion invested in global real estate in H1 2025, $33.4 billion was by ‘end-users’ (owner-occupiers) purchasing the buildings which they fully, or partially, occupy."

"With an ever-increasing exposure to markets outside France, in this publication, we explore the rationale behind SCPIs’ continued expansion across Europe and how a shift to a more diversified geographical and sectoral portfolio composition is helping to underpin their resilience in a volatile market"