
Market in Minutes: European Investment Nowcast – Q2 2026 preliminary results
"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."

"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"

"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"

"The market seems to be bottoming out in terms of activity levels and pricing. European real estate investment volumes are estimated to reach approximately €44.5bn in Q2 2024, an 18% increase from the previous quarter. The investment volume for the year's first half is likely to exceed €74bn, roughly in line with H1 2023."

"With economic conditions brightening, the investment market has demonstrated a marked improvement in the first quarter of the year, even as the occupier market remains muted"

"As European investors await ECB rate cuts, preliminary results show the Q1 investment volume declined by 12%, though the investment curve is now showing signs of stabilisation"

"Will Europe reclaim its throne in 2024?"