Top of the Blocks: 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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Top of the Blocks: 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.

EUROPE | Property & Real Estate EquityJulyResearch10, 2026

Top of the Blocks

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:

Webinar - Discussing Potential PLD/SEGRO Merger from Both Sides of the Pond•

EU Midcaps - Jefferies MidCap Top Picks•

Unite - HY26 Preview (28 July) - Flight to quality•

SLP - Leasing Strength Offsets Muted Acquisition Activity•

NP3 - Risk-Reward Turning Less Compelling•

Trianon - Momentum Building, Balance Sheet Still Tight•

Montea - Expands Logistic Park Glassworks with BSH•

Sagax - Invests SEK 310m in Finland at 7.4% gross yield•

Germany Diversified - Construction Costs Rise 5% YoY•

Spain Data Centers - Ferrovial Plans €1bn Madrid Campus•

Spain Residential - Madrid House Prices Rise 11% YoY•

Webinar - Discussing Potential PLD/SEGRO Merger from Both Sides of the Pond (Jefferies)

Sign up for our REIT Roundup Webinar, held every Monday at 9 AM ET. This week, we'll•

be joined by UK REIT analyst Sarim Chaudhry to discuss the latest developments in PLD/

SEGRO negotiations, including recent responses from both companies, key valuation

considerations, and where we believe a potential deal value may ultimately land. For

additional context, please see our recent research below. Link to report

EU Midcaps - Jefferies MidCap Top Picks (Jefferies)

We launch our MidCap Top Picks, highlighting our preferred stocks with a market cap•

below €10bn. We pick 24 conviction ideas from a total coverage universe of >500 Pan-