Natixis - US Europe CRE Markets

Report

Natixis

Roméo YOMBO-NGUITONGO ...

Thierry CHEREL

US & Europe CRE Markets

Macro & Financial ForecastsUS GDP growth in 2025 revised down by -0.8% vs. Dec. 24, higher impact than European counterparts.US expected inflation in 2025 revised up by +0.7%, surpassing the 3% threshold for 2025.Central banks likely to maintain supportive rate policies to support economic growth.Investment TrendsSluggish recovery in property prices: +3.5% in Europe, +6.1% in the US since Nov 2023.Investment volumes flat in Q1-25; US up 2.8%, Europe down 0.5%.Shift in focus towards residential and industrial, attracting 2/3 of CRE capital.Occupier MarketsMultifamily: Limited supply supports rent growth.Industrial: Rising supply could affect expected returns.Office: Recovery is not for 2025.

20/06/2025 1 EN

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Natixis

Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.

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Analysts

Roméo YOMBO-NGUITONGO

Thierry CHEREL

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US & Europe CRE Markets

No volatility despite geopolitical risk

Pas de volatilité malgré le risque géopolitique

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