Insights
01 Apr 25
Resilient, diverging, evolving: What Q1 results say about listed real estate
As another quarter wraps up, the latest reporting season reveals interesting trends and dynamics across listed real estate. The Q1 2025 season points to general positive dynamics for most companies in the industry during the ...
24 Feb 25
LRE poised to benefit from strong operations and easing macro-economic environment
Although 2024 marked a rather challenging year for European listed real estate, which posted a total return of -2.7% against a general positive performance from both global and regional equities, 2025 has started on a strong note...
30 Jan 25
Listed Real Estate and Cost of Debt: Prudent Optimism
Although most central banks in Europe increased their rates by more than 400 bps in 2022 and 2023, the average overall debt costs for European property companies increased by only 91 bps, then making clear that the sector ...
17 Dec 24
Capital inflows to drive European property companies forward
A year characterized by a slow recovery in economic growth, geopolitical uncertainty, and easing monetary policy, is coming to an end. Listed property companies have historically benefitted from easing interest cycles, outperforming the ...
06 Nov 24
Joining the dots and innovating together
In a post-COVID world marked by uncertainty, sustainability and ESG (Environmental, Social, and Governance) goals are no longer optional for the real estate industry – they’re essential.
11 Sep 24
Emerging markets – evolution and opportunities
Though facing higher volatility and political uncertainty than developed markets, investing in emerging markets can provide geographic and sector diversification opportunities. Read our article to find out more!
28 Jun 24
The rise of Alternative Property sector
Over the past decade, the European real estate industry has shifted from traditional sectors like office, residential, retail, and industrial to alternative sectors such as healthcare, self-storage, senior and student housing, and data centers. This transition...
30 Apr 24
European Developers show first signals of recovery
Explore the evolution of the continental European homebuilding sector, from its emergence as a niche with growth potential to its recent challenges and opportunities. Discover insights from EPRA's Developers Research Benchmark (EDRB) amid ...
29 Jan 24
The case for collaboration - Effective investor engagement in the listed real estate sector
In this article, GREEN briefly discusses the benefits of engagement and collaborative engagement in light of GREEN’s 2022 engagement results and feedback from shareholders and REITs on the engagement process.
08 Jan 24
KPMG & EPRA study on the non-financial performance of LRE companies in Europe
The most recent industry study by KPMG & EPRA on the non-financial performance of listed real estate companies in Europe focuses on energy intensity, water intensity, and greenhouse gas emissions. It discusses the challenges and ...
22 Dec 23
Estimating a green premium in listed real estate bonds
As an increasing number of corporate issuers prioritize the issuance of “green” instruments, the
concept of green premium, has become central when talking about investment and financing decisions Read more about it.
03 Nov 23
Resilience and Recovery: European Real Estate Developers Show Positive Signs in Challenging Times
In this blog post, we will delve into the results of the EDRB review, providing insights into the performance of European developers.