EPRA Articles

TACO HALO PACE

Thu, 12 Mar 2026 12:00:00 +0000

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.

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

Fri, 27 Feb 2026 09:00:00 +0000

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

2026: A Year of Normalisation for European Listed Real Estate

Fri, 30 Jan 2026 14:13:00 +0000

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

How can Europe be more effective at decarbonising buildings?

Fri, 14 Nov 2025 15:17:00 +0000

Guest Blog Article - Guy Grainger - JLL

H1-2025 Results in European Listed RE

Thu, 16 Oct 2025 14:15:00 +0000

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?

Wed, 24 Sep 2025 13:02:00 +0000

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

Fri, 29 Aug 2025 12:00:00 +0000

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

Thu, 03 Jul 2025 14:22:00 +0000

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?

Wed, 28 May 2025 11:52:00 +0000

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 ...

Resilient, diverging, evolving: What Q1 results say about listed real estate

Tue, 01 Apr 2025 12:53:00 +0000

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

Mon, 24 Feb 2025 12:50:00 +0000

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

Thu, 30 Jan 2025 09:00:00 +0000

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

Tue, 17 Dec 2024 15:00:00 +0000

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

Wed, 06 Nov 2024 09:00:00 +0000

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

Wed, 11 Sep 2024 12:00:00 +0000

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

Fri, 28 Jun 2024 11:10:00 +0000

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

Tue, 30 Apr 2024 09:34:00 +0000

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 ...

Effective investor engagement in the listed real estate sector

Mon, 29 Jan 2024 09:00:00 +0000

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

Mon, 08 Jan 2024 14:18:00 +0000

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

Fri, 22 Dec 2023 10:00:00 +0000

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.