
Market in Minutes: European Investment Nowcast – Q2 2026 preliminary results
"A confidence shock, a quarter on mute."
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"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."

"Outlet retail draws capital as consolidation accelerates, supply remains tight, and prime assets deliver attractive returns"

"Investors show an increased willingness to diversify into traditionally non-core geographies and beyond the beds and sheds sector"

"From resilience to growth"

"Europe likely facing a period of slower growth"

"A story of polarisation, value-add and diversification"

"What do the next twelve months have in store?"

"The European real estate market is showing signs of increasing activity, particularly since the beginning of September. We forecast that year-end investment volumes for Europe will reach around €170 billion, an 18% increase on the previous year"

"Winners and losers emerging from fragmented market"