Market Commentaries | 13 August 2026
European Real Estate: Positioning for the Next Phase
In his latest market outlook, Charles Allen, Head of European Real Estate, reflects on how market conditions have evolved during the first half of the year and the themes shaping the next phase of the cycle.
As markets continue to normalise, investors are increasingly focused on where long-term opportunities are emerging, the importance of flexibility across the capital stack and the value of local execution.
Alongside these themes, Charles highlights activity across our debt and logistics platforms, as well as the recent launch of FRESH, our UK single-family housing impact strategy.
Read Charles’ latest perspective on the market and the opportunities below.
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