CBRE Investment Management
October 28, 2026
Geographic diversification is emerging as a key driver of performance in European residential portfolios. The central constraint is home bias: institutional capital remains concentrated in domestic markets, often out of familiarity rather than a balanced assessment of risk and return. That concentration can be costly, as performance leadership rotates across markets and unexpected regulatory changes can undermine growth and exit assumptions. For investors, a pan-European approach offers the potential for higher returns, lower volatility and access to a broader opportunity set than any single domestic market.
Learn more in our recent publication.
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