"As 2026 begins, uncertainty lingers and investor strategies evolve. Will supply constraints sustain rental growth, and which sectors could surprise on pricing? Mat Oakley explains what is set to shape commercial property’s next chapter."

"European real estate investment volumes are on track to reach c.€77 billion in Q4 2025, a 12% year-on-year increase. This would bring the full-year total to c.€215 billion, 9% higher than volumes recorded last year"

"Volumes remain subdued, but investor sentiment improving"

"The outlook for the European investment market in the second half of 2025 is cautiously positive. Despite ongoing geopolitical tensions, a stronger performance is anticipated across most European countries"

"Food inflation remains above the long-term average, yet the UK’s leading grocers continue to see positive performance driving investor competition for well-located supermarket assets"

"With five sub-sectors currently exhibiting downward pressure and seven recording lower yields versus 12 months ago, there is evidence of increasing investor appetite; however, will escalating conflict in the Middle East throw a spanner in the works?"

"UK property yields remained steady at 5.91% in May, reflecting market resilience. With rate cuts and strong fundamentals in place, optimism is growing"

"PBSA overtakes Multifamily as the most sought-after sector"

"Tariff impact on occupier markets yet to be seen, but UK political stability looks to be aiding volumes"

"Despite short-term hurdles, the European real estate market is set to grow, with investment volumes expected to rise 13% YoY in 2025 and 25% in 2026"