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Southern Europe RE Investment Market Overview 2025

Anna Strazza • 03/02/2026
A comprehensive summary of the real estate investment market across Southern Europe — Italy, Spain, and Portugal — highlighting trends, sector performance, and total volumes for the full year 2025.

The Southern European real estate market demonstrated strong resilience and momentum in 2025, with combined investment volumes across Italy, Spain, and Portugal exceeding €27.4 Billion, marking a +19% year-on-year increase. The market continues to be driven by Hospitality and Retail, supported by solid fundamentals, robust tourism demand, and evolving consumer behaviour. The Industrial & Logistics sector showed a clear trend of recovery and consolidation, underpinned by strong demand for high-quality assets and a persistent shortage of available product, which has intensified competition and reinforced the sector’s strategic and resilient position in the region. Offices are showing signs of recovery and renewed investor confidence, while Living, particularly purpose-built student accommodation (PBSA), and alternative assets are increasingly attracting attention. Interest is also growing in Data Centres and urban regeneration initiatives.
The limited availability of high-quality assets across all markets continues to drive competition, highlighting the strategic attractiveness of Southern Europe for institutional and international capital.

Italy:

In 2025, Italy’s real estate investment reached €12.5 Bn (+23% YoY), led by Retail, Hospitality, and Logistics. Office remained selective, Living grew via PBSA and urban projects, and Data Centres gained from AI and hyperscaler demand.

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