Capital value analysis and forecast
Following headwinds in 2025, the global market enters 2026 on an uncertain footing
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Following headwinds in 2025, the global market enters 2026 on an uncertain footing
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Average European prime CBD office yields move out by 13 bps in response to higher bond yields during Q3 2026
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Stability persists amid elevated borrowing costs and economic uncertainty

Rental growth and yields
Stability persists amid elevated borrowing costs and economic uncertainty
Stronger economies are supporting property income, but renewed rate pressure is keeping the recovery selective, prime-led and regionally uneven.

Market in Minutes: European Investment Nowcast – Q3 2026 preliminary results
Stronger economies are supporting property income, but renewed rate pressure is keeping the recovery selective, prime-led and regionally uneven.
Prime residential prices remained resilient in the first half of 2025, recording positive price growth of 0.7%
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Prime residential capital value growth and forecasts
Prime residential prices remained resilient in the first half of 2025, recording positive price growth of 0.7%

"Around 2,800 MW of data centre capacity is under construction, and 11,300 MW is committed, already over a quarter of the live supply. With a further 21,000 MW in early-stage plans, the market is gearing up for a step-change in scale to meet soaring AI and cloud demand"

"EMEA construction costs will stay under upward pressure, reflecting structural shortages, advanced-technology requirements and the enduring impact of power and supply-chain constraints"

"Europe’s data centre industry will increasingly hinge on energy resilience, as AI growtrupert duckh and electrification amplify pressure on ageing grids and accelerate the shift to renewables"

"Strong investor confidence and healthy fundamentals sustain momentum across the data centre market, confirming its role as a backbone of Europe’s digital infrastructure"

"EMEA’s data centre market will continue to scale rapidly, supported by accelerating digitalisation, resilient investor appetite and the convergence of AI and cloud technologies"

"AI is expected to increase job displacement in the short to medium term, and support office-based employment over the longer term, as skills required will be more focussed on utilising existing AI tools, freeing up more time to be allocated to interactive, people-focussed and creative roles"

"Appetite for larger lot sizes gradually increases"

"Savills European Real Estate Logistics Census outlines the challenges and opportunities facing Europe’s logistics occupiers, developers and investors"
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"On 5th September Savills experts, Kevin Mofid, Andrew Blennerhassett and Sam Quellyn Roberts, joined by Adam Priest (PA Consulting) held a webinar, presenting the findings of their most recent paper on the impact of increased defence spending on UK and European industrial and logistics markets."

"Tariff uncertainty hits both leasing demand and investment volumes in Q2"