Eurazeo with a recent analysis suggests that by integrating operating properties with rental income, investors can achieve dual income streams and capture upside from both asset appreciation and operational performance, often yielding private equity-like returns when managed skillfully.
European operational real estate provides a compelling proposition for institutional investors seeking enhanced returns, portfolio diversification, inflation protection, active value creation, and ESG impact. By combining these attributes, OpRE expands the efficient frontier of real estate portfolios while leveraging economies of scale through platform-based investment models, making it a strategically attractive addition to modern institutional investment strategies.
According to a recently unveiled Eurazeo’s analysis the market value of chosen operational real estate sectors within the Europe-5 is to be in excess of €1.2 trillion. For comparison, the total value of all commercial real estate in Developed Europe as defined by the European Public Real Estate Association is USD$9.6 trillion as of Q3 2025.
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