Shielded by NATO’s safety assurances and the US’s defence umbrella, Europe has long been lulled into a false sense of security. However, Russia’s encroachment on Europe’s borders and a polarising presidency across the Atlantic have finally forced the Old Continent to wake up from its decade-long slumber. It is a rude awakening, one that calls for strategic investment, bold action, and serious commitment.

The eurozone has shown clear signs of resilience this year, with GDP up 0.4% in Q1, driven by strong job markets and falling inflation, currently at 2.2%. But growth prospects took a hit after the US announced a 20% levy on EU goods, denting exports and business confidence.

After an inflation crisis in 2022 that saw borrowing costs surge, we are once again witnessing tumultuous times. In contrast to the previous stock market correction, European real estate equities have outperformed European general equities. Rents are indeed not directly impacted by tariffs, but are there other reasons why listed property should hold up well from a fundamental point of view? Here are the nine main reasons why we believe so.