This report focuses on corporate capital flows and real estate market trends in the EMEA region for the second half of 2025.
Key findings include shifting political and economic conditions influencing real estate markets in early 2026, companies adapting portfolio strategies due to interest rate changes and technological advances such as AI-driven workplace optimization, and growing momentum in the net lease sector in Europe attracting institutional investors. Private equity sponsors saw record deal volumes in 2025 with expectations for continued growth, while data centres remain a priority investment due to rising demand from AI adoption and cloud expansion. The report also highlights strong activity in European sale and leaseback transactions and private equity deal volume with megadeals representing a significant share.