In Europe, real estate investment markets have now adapted to the changing interest rate environment, with real estate yields remaining largely stable over the course of Q2 2024. In addition, the fundamental situation in the real estate industry remains robust in most sectors, as sustained rental demand meets limited space supply, resulting in upward pressure on rents. Our strategic outlook is guided by solid long-term value drivers that generate both space demand and rental growth. We focus on a few key themes and focus on high-yield investment opportunities in markets with a scarce supply of space.
