Altus Group Releases its Q1 2026 Pan-European Dataset Analysis on CRE Valuation Trends

Altus Group's Q1 2026 Pan-European dataset shows a continued, cashflow-led recovery in European commercial real estate, with aggregate values rising 0.7% in Q1 (up from 0.4% in Q4 2025). Improvements in contract and market rents contributed +1.0% to value change, while modest outward yield movement trimmed gains by -0.1%. Over the past year values are up 1.7%, though longer-run performance remains negative (‑1.6% p.a. over three years). Sector winners included residential (+1.2%) and student accommodation (+2.5%), while offices lagged (+0.2%). The data point to cautious investor sentiment despite improving fundamentals, suggesting selective asset and sector opportunities within a gradual market recovery.