Insights

Resilient, diverging, evolving: What Q1 results say about listed real estate
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 ...
LRE poised to benefit from strong operations and easing macro-economic environment
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...
Listed Real Estate and Cost of Debt: Prudent Optimism
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 ...
Capital inflows to drive European property companies forward
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 ...
Joining the dots and innovating together
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.
Emerging markets – evolution and opportunities
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!
The rise of Alternative Property sector
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...
European Developers show first signals of recovery
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 ...
The case for collaboration - Effective investor engagement in the listed real estate sector
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.
KPMG & EPRA study on the non-financial performance of LRE companies in Europe
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 ...
Estimating a green premium in listed real estate bonds
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.
Resilience and Recovery: European Real Estate Developers Show Positive Signs in Challenging Times
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.