European Real Estate Faces Uncertainty, but Repricing Unlocks Select Opportunities

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?