Insights

Why Listed Real Estate Deserves a Bigger Role in European Insurers’ Portfolios
28 Sep 26

Why Listed Real Estate Deserves a Bigger Role in European Insurers’ Portfolios

European insurers are among the continent’s largest institutional investors, managing more than EUR 9 trillion in assets. Their investment decisions are driven not only by expected returns and risks.... READ MORE
One Real Estate Universe: Combining Listed and Non-Listed Routes in European Institutional Real Estate Portfolios
24 Jun 26

One Real Estate Universe: Combining Listed and Non-Listed Routes in European Institutional Real Estate Portfolios

European listed and non-listed real estate are not two asset classes but two routes into one - institutional-grade European commercial property. Read more
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29 May 26

Market commentary

This month, long-end reference yields across major economies have reached multi-year highs..read more
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29 Apr 26 Research

A Decade of Change: How European Listed Real Estate evolved from 2015 to 2025

This article summarises the main insights of EPRA’s new market research report, European Listed Real Estate – A Decade of Change (2015–2025).
TACO HALO PACE
29 Apr 26

TACO HALO PACE

These “new” acronyms come at a time in which geopolitical instability walks hand in hand with stretched valuations, an increasingly concentrated equity market (both regionally and by sector), and an uncertain credit environment.
2026: A Year of Normalisation for European Listed Real Estate
30 Jan 26

2026: A Year of Normalisation for European Listed Real Estate

In this article we present a short summary of the main trends expected for 2026 and EPRA’s outlook for the year.
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14 Nov 25

How can Europe be more effective at decarbonising buildings?

Guest Blog Article - Guy Grainger - JLL
H1-2025 Results in European Listed RE
16 Oct 25

H1-2025 Results in European Listed RE

As we move through 2025, the European listed real estate sector continues to demonstrate remarkable resilience and adaptability. Despite...
European LRE – not too big, not too small, where is the outperformance?
24 Sep 25

European LRE – not too big, not too small, where is the outperformance?

One useful metric that can be used to gauge whether a market is favourable or not for active management is the market breadth, that is, the share of index constituents that outperform the index over a given period. Looking back over the past decade...
Consolidation and the sector's coverage
29 Aug 25

Consolidation and the sector's coverage

Since the pandemic, the listed real estate sector has been quite volatile: the post-covid rebound through 2021 and early 2022 ended when the main central banks in Europe took a hawkish stance, which pushed property companies to ...
Generating Alpha for Generation Alpha
03 Jul 25

Generating Alpha for Generation Alpha

Success stories of the Gen A decade and the routes to outperformance. Check out who the ''famous five'' companies delivering alpha are!
Is portfolio diversification different under US tariffs?
28 May 25

Is portfolio diversification different under US tariffs?

How diversified is your portfolio — really? It’s a question that generalists investors often answer confidently. A mix of stocks, bonds, perhaps some commodities or alternatives, and the belief that uncorrelated assets will carry them through ...