European Retail Warehousing – 2026
Retail warehousing has proven to be one of Europe's best-performing retail formats in recent years, delivering sector-leading total returns of 7.4% in 2025.
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Retail warehousing has proven to be one of Europe's best-performing retail formats in recent years, delivering sector-leading total returns of 7.4% in 2025.
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Exceeding modest expectations neatly captures the mood surrounding the European economy.
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Growing suburban consumer belts
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Retail parks embrace a more multifunctional future
Growing suburban consumer belts
Growing suburban consumer belts
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Demographic tailwinds move closer to home
Growing suburban consumer belts
European retail park stock has now reached 51 million sq m, on the back of a 2.4% increase last year, the strongest year of development activity since 2020.
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Evolution over broad-based expansion
European retail park stock has now reached 51 million sq m, on the back of a 2.4% increase last year, the strongest year of development activity since 2020.


"Key property themes that will impact the European real estate sector in 2025 and investment opportunities for core, value-add and opportunistic investors"

"The robust performance in the final quarter of last year is expected to bring annual investment volumes to approximately €174 billion, aligning closely with our €170 billion forecast and marking a 17% year-on-year increase"

"Looser monetary policy is fanning the embers of Europe’s industrial and logistics markets"

"European office take-up and rents to rise in 2025 as investors return to the sector"

"Falling vacancy rates and rising investment volumes are bright spots in Europe’s Logistics market, even as leasing activity remains in the doldrums."

"From resilience to growth"
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"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"

"Average European office occupancy rates reach the 60% mark, led by Madrid, London West End and Prague"