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发布日期: 2026-09-16研究机构: Morgan Stanley报告页数: 9原文语言: English

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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)

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Research. Investors should consider Morgan Stanley

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