Market outlook.
All briefings on Market outlook.
- Luxembourg market note
Luxembourg 2026: A Flight to Quality in the Grand Duchy
A corrected pricing level, 1.5% annual population growth, and a secondary-market liquidity shift have opened the cleanest Luxembourg entry window in nearly a decade. Our view on where that capital should land.
6 Apr 2026 Read - France market note
France 2026: Market Stabilisation and Regional Growth Leaders
French real estate has moved decisively from correction into selective growth. Paris anchors; Montpellier and Toulouse lead on appreciation; the green premium sits at 8%–12% in rental terms.
13 Feb 2026 Read - Pan-European deep dive
European Real Estate 2026: The Impact of Fiscal Expansion and AI
Two forces are reshaping the European investment map: a once-in-a-generation fiscal impulse, and the operational integration of AI across every asset class.
11 Feb 2026 Read - Southern Europe market note
Southern Europe 2026: The Strategic Rebound in Spain and Portugal
Iberia has moved from periphery to core. Savills and Knight Frank forecast 20%+ transaction growth, with operational assets and cross-border capital driving the repositioning.
30 Jan 2026 Read - Pan-European deep dive
Pan-European Investment: The Return of Cross-Border Capital
Cross-border allocation into European real estate is resuming on the back of narrowing bid-ask spreads, improving debt availability, and an explicit integration of ESG into bank risk frameworks.
23 Jan 2026 Read - United Kingdom deep dive
United Kingdom: From Fiscal Clarity to Transactional Momentum
The UK enters 2026 with base rates at 3.75% and a genuine path back to liquidity. Savills has lifted total return forecasts to 7.8% per annum through 2030, but the real story is regional dispersion and the recapitalisation pipeline.
21 Jan 2026 Read - Germany deep dive
Germany 2026: Navigating the Structural Supply Deficit
The German residential deficit is no longer cyclical — it is structural. We read 2026 as a capital-selection year, with prime rents in the Big 7 pricing 5% higher and a refinancing gap opening €8.5 billion of room for equity providers.
19 Jan 2026 Read - Pan-European developer playbook
European Development Gap 2025–2027: How the Project Financing Structure is Changing
CBRE is tracking a sustained European equity gap through 2027, driven by LTV compression from 75% to 55%. Private capital is filling the 20-40% missing tranche on projects that traditional debt alone can no longer capitalise.
1 Dec 2025 Read