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Macro and capital markets, Real estate performance, Research, Sector outlooks

European market view: June 2024

June 18, 2024
  • In 2024 to date, European markets have pivoted through inflection points on interest rates, economic growth, and property capital markets – which we graph and unpeel in our latest LaSalle European Market View chartbook.

    Cyclical shifts are interacting with geopolitical risks in 2024 – from trade headwinds to energy and migration demographics – to create volatility and to shape changes in Europe’s occupier demand and investor risk appetite, all as the region stands on the cusp of an unexpectedly active summer election season.

    We cover the latest real estate market trends in 2024 to date. Particularly notable is how a combination of moderating inflation and resilient fundamentals has led to an improvement in real – after inflation – market rent growth, even as nominal rent change has come off the boil.

    Want to read more?

Nov 19, 2024 ISA Outlook 2025 Shifting interest rates, dynamic occupier fundamentals, deepening bifurcation within sectors: how should real estate investors respond?
Nov 14, 2024 PREA Quarterly: Be “Quadrant Smart”: A focus on equity real estate Chris Battista and Brian Klinksiek discuss the value of publicly traded real estate investments in a diversified portfolio.
implications from the election
Nov 11, 2024 ISA Briefing: The “Red Sweep” and real estate: has the outlook changed? ISA Briefing, “The Red Sweep and real estate”, which provides our quick thoughts on what the election result means for real estate and investment strategy.

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