COFRA Holding has announced that Neil Slater is stepping down as CEO of its real estate subsidiary, Redevco.

Groupama Immobilier has agreed, on behalf of the specialised real estate investment fund Groupama Gan Logistics OPPCI, to acquire an urban logistics portfolio from Vectura Immobilier.

The European logistics sector is entering a new phase—one shaped less by short-term cycles and more by structural transformation. For investors, this shift is decisive. It is redefining how markets are compared and how risks and opportunities are assessed across Europe.

Beneath the noise of a volatile start to the year, in our view Europe’s living sector is consolidating one of the most attractive long-term investment cases in real assets. It’s a sector where fundamentals are not only resilient but also strengthening.

In December 2025, EU policymakers reached a political agreement on the so-called ‘Omnibus’ package aimed at simplifying sustainability reporting under the CSRD framework and related regulations.

This year's festival took place against a backdrop of war in the Middle East and the ongoing conflict in Ukraine, yet many delegates were strangely willing to confront the implications.

Residential real estate in Europe is entering a more predictable phase, supported by a gradually stabilising macroeconomic environment.

In other industries, the idea of a one-person operation is no longer unusual. In parts of the consulting world, highly specialised individuals operate with minimal organisational structures and significant leverage.