In PGIM Real Estate's latest Regional Insights, our research teams focus on the following themes and opportunities:
- Total returns in Europe have risen in 2025 and are set to improve further in 2026 on the back of ongoing rental growth and the return of some modest yield compression.
- Liquidity remains low but is expected to pick up due to an improving returns outlook, interest rates stabilizing at lower levels and brightening investor sentiment.
- There is a broad set of investment opportunities driven by rising values from a low base, ongoing low supply and structural demand growth.
