European investors are increasingly redirecting capital towards essential real estate and infrastructure as part of a broader re-shaping of portfolios. Equity markets remain sensitive to monetary policy shifts, and global portfolios carry currency risk – particularly for investors holding US-dollar assets. Against this backdrop, tangible assets embedded in the European economy are attracting renewed interest

Most investors judge the strength of retail real estate by looking at tenant names, locations, or yields. These factors matter. But they don't always show whether a tenant's income is sustainable or whether a store is likely to remain profitable over time.There is another indicator that can often provide deeper insight into the strength of

Real estate behaves differently from shares or bonds. It generates returns differently, moves to different rhythms, and requires a different mindset. This article explains what that means in practical terms, so investors can make better informed decisions.Different Investments, Different TimelinesBroadly speaking, investments fall into two categories: Liquid Market Investments Real Assets Include listed shares, ETFs,

The first half of 2026 brought continued resilience to Europe's grocery retail sector despite a more uncertain economic backdrop. In this report, we examine the trends that shaped the market through the lens of Greenman's portfolio across Germany, Poland and France, combining our experience on the ground with the latest market data.The more interesting story