Schroders’ April 2025 European Real Estate Market Commentary, led by Oliver Kummerfeldt, highlights market resilience amid geopolitical tension and economic headwinds, with emerging opportunities across sectors following extensive repricing.
- Mixed Fundamentals: Occupier demand shows signs of strain, yet tight supply and selective rental growth—particularly in prime office and logistics markets—support pricing stability.
- Repricing Creates Value: Substantial market adjustments since 2022 have opened attractive entry points, especially in industrial, logistics, residential, and selective living segments.
- Macro Risks Remain: Trade negotiations, muted consumption, and manufacturing softness could dampen momentum, though accommodative monetary policy offers a tailwind.
Explore the full report to uncover how sector differentiation, repricing dynamics, and evolving supply constraints are shaping near-term opportunities in European real estate. Where does value lie in today's polarized market landscape?
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