European real estate is entering the next phase of the cycle following a volatile first half of the decade. Valuations have reset, macroeconomic conditions are stabilising, and long-term structural themes support a renewed focus on resilience. While the operating environment remains challenging, conditions increasingly favour…
European real estate is entering the next phase of the cycle following a volatile first half of the decade. Valuations have reset, macroeconomic conditions are stabilising, and long-term structural themes support a renewed focus on resilience.
The Knight Frank global data center outlook for 2026 reveals unprecedented growth and transformation. Across the globe, 33GW of new capacity is to be delivered to market, representing a CAGR of 24.6%, over the next two years. Regions covered are EMEA, APAC, and North America.
Despite the general climate of skepticism about U.S. reliability at this point in time, nearly two thirds of respondents do not forecast a stream of foreign divestment from the U.S. over the coming year.
REITs, infrastructure, water, and clean energy—are positioned well for 2026 given global exposure, higher yields, and expected earnings growth, which is typically more consistent in our sectors due to underlying contracts.
Commercial real estate lending is a resilient investment strategy that offers steady returns, strong principal protections and diversification benefits, making it appealing for investors seeking stable, risk-adjusted returns amid broader market volatility.
Europe’s social model delivers high living standards, but ageing populations, economic shocks and the green and digital transitions are putting it under pressure. Sustaining it will require smarter, more efficient social investment.
