Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Southern European REITs Are Outperforming the Core
Europe's property markets are diverging hard in 2026. While German commercial real estate still faces headwinds from rising vacancies and repricing, Southern European REITs — particularly in Spain and Italy — have quietly delivered double-digit returns year-to-date. Lucas and Luna drill into the numbers: the VGK up 1 percent in the last five days while the German EWG dipped, and behind it a structural story of tourism demand, fiscal stimulus, and shifting eurozone capital flows. They also look at how the ECB's slower rate normalization is creating a wedge between core and periphery…
The skinny
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