European Real Estate: Finding Opportunity in the Recovery

Research evidence excerpt

Not for redistribution without written consent of Morgan Stanley

M

Idea

September 16, 2026 01:30 PM GMT

Podcast | Europe for the Global Investor | Europe

Morgan Stanley & Co. International plc+

Paul R Walsh

EMEA Head of Research Product

European Real Estate: Finding

Opportunity in the Recovery

Bart Gysens, CFA

Equity Analyst

The Back to School series continues as signs of life emerge

across European real estate. Paul and Bart explore why parts of

the sector may be turning a corner, with opportunities across

London offices, warehousing and data centres, and discuss

whether higher rates remain the headwind they once were.

Play Audio

Related Research:

Property: Back to School: When Most Lights Are on Red (1 Sep 2026)

Video | Property: Back to School: When Most Lights Are on Red (3 Sep 2026)

Morgan Stanley does and seeks to do business with

companies covered in Morgan Stanley Research. As a result,

investors should be aware that the firm may have a conflict of

interest that could affect the objectivity of Morgan Stanley

Research. Investors should consider Morgan Stanley

Research as only a single factor in making their investment

decision.