普通外文研报
Top of the Blocks
研报英文原文证据摘录
Top of the Blocks
EUROPE | Property & Real Estate EquityJuneResearch15, 2026
A daily report by the Jefferies European Real Estate team summarizing what
you need to know in the sector in Continental Europe and the UK.
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Key takeaways of the day:
Big Yellow - Disposal to recycle into a dozen 17% Yielding Developments•
VGP - Achieves Full Occupancy at Alicante Park•
Spain Investments - Record H1 led by Living•
Germany Residential - ZIA/IW Index Drops 17 Points•
Poland Retail - Posnania Stake Sold for c.€500m•
France Data Centers - Data4 to Invest €5bn in AI Hub•
Germany Offices - Amundi Plans €100m Frankfurt Office Sale•
Big Yellow - Disposal to recycle into a dozen 17% Yielding Developments (Jefferies)
BYG has sold its Harrow, London, industrial estate for £38.4m, with £2m retained pending•
certain conditions. The Board reaffirms its capital allocation strategy, deploying proceeds
to fund 11 new stores and one replacement store on Group-owned land. The 12 pipeline
stores are projected to yield £35m net operating income, a 16.5% return on the £212m
completion cost. The Board sees no alternative capital use that matches these long-term
returns, thus ruling out share buybacks. Link to report
VGP - Achieves Full Occupancy at Alicante Park (Company)
VGP has fully leased VGP Park Alicante (Southeastern Spain), following leases to InPost,•
SPAR (Fragadis) and ID Logistics, with the asset comprising c. 23,600 sqm of logistics
space.
VGP now reports 100% occupancy across its completed Spanish portfolio, including its•
Valencia Cheste park.
Germany Residential - ZIA/IW Index Drops 17 Points (ZIA/IW)
Sentiment in Germany’s real estate sector declined sharply in Q2, with the IW Cologne/•
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