Insights
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
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
29 May 26
Market commentary
This month, long-end reference yields across major economies have reached multi-year highs..read more
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).
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.
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.
14 Nov 25
How can Europe be more effective at decarbonising buildings?
Guest Blog Article - Guy Grainger - JLL
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...
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...
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 ...
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!
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 ...