As we approach 2026, the logistics, residential, and hospitality sectors present unparalleled opportunities.
With over €28.5 billion invested across major hubs, the logistics sector is thriving. It appears that macroeconomic uncertainties are less likely to impact European logistics than one might have expected.
The residential market also remains in high demand, providing stability and strategic investment prospects, as house prices have continued to rise above 5%. Paris, Berlin, and London, in particular, offer stability and the most promising prospects.
Turning to hospitality, favorable supply and demand dynamics continue to support robust growth, especially in key tourism markets such as Iberia, Paris, and Amsterdam. Spain and Italy are emerging as hotspots for hospitality investments, driven by a post-COVID retreat to sunny destinations that also boast high infrastructure standards.
Thierry Cherel
Sylwia Hubar
Roméo Yombo-Nguitongo
In a video, Sylwia Hubar, Housing Market Economist, Thierry Cherel and Roméo Yombo-Nguitongo, Real Estate Analysts, delve into these three sectors that are currently capturing investors' attention and provide strategic insights to guide investment decisions.
Watch the video
More broadly, according to Natixis CIB Research, there are opportunities to seize in a market that has generally held up well, despite a slight pause in price increases. The global economy has demonstrated resilience in the face of tariffs and political uncertainty thus far, as did real estate, although conditions vary across sectors, subsectors, and geographic areas.
Long-term trends remain steadfast, as illustrated by the office sector, where selective investment is crucial. The market is bifurcating between sub-markets that are declining and those poised for growth. Tenants are becoming selective, avoiding certain locations, and investors should align their strategies accordingly. It is important not to limit oneself to trophy assets but to explore solid opportunities within currently overlooked subsectors. Key criteria include location, access to transport, and proximity to amenities.
For a comprehensive overview of latest developments in the real estate sector, read the thematic reports by Natixis CIB research!
