We are seeing this reflected in our conversations with allocators across North America, who are now recognising huge untapped potential.
Not only did a recent IPE Real Assets poll show that over three-quarters of investors surveyed are considering reallocating investments from the U.S. to Europe, the hard data reveals that investment volumes rose 8% year-on-year in Q2 2025 to €50bn, led by renewed activity in student housing, retail, and hospitality. These are sectors where capital is once again willing to price risk.
For us, the opportunity is clear. Europe, with its relatively stable political institutions, transparent legal frameworks, and deepening capital markets, is a natural candidate to benefit from such a shift. We are witnessing the growing demand first-hand, and are well-positioned to give US allocators access to the European market during a period of growth.