THE EUROPEAN REAL ESTATE DEVELOPMENT AND RELATED SERVICES

MARKET ANALYSIS IN THE LIGHT

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the european real estate development industry and its prospects.

COMPANIES' BUSINESS STRATEGIES

Embracing artificial intelligence, decarbonizing assets and activities, investing in growth segments, deploying new services : the report details the growth levers prioritised by the European leaders of the real estate development industry , after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

2. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

OVERVIEW

MARKET FUNDAMENTALS

3. THE MARKET AND LEADERS' ACTIVITY

THE SECTOR ENVIRONMENT

• Overview

• The role of public authorities

• Decarbonisation

• Technology

• Socio-cultural trends

• The macroeconomic environment

• The financial environment

• The dynamics of construction

THE EUROPEAN PROPERTY MARKET

• Key business indicators

• Pricing

LEADERS' BUSINESS AND PERFORMANCE

• Revenue

• Operating profit rate

• Individualised activity and performance

4. COMPETITION AND LEADERSHIP STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Competitive intensity

• Threat of substitutes

• Bargaining power of customers

• Bargaining power of suppliers

THE STRUCTURE OF COMPETITION

• Groups' positioning

• Extending the position in real estate

• The degree of concentration in the real estate industry

LEADERS' STRATEGIES

• Overview

• Artificial intelligence

• Decarbonisation

• Investment in growth segments

• Services for tenants and investors

• Territorial and commercial development

• Acquisitions and disposals of assets

5. SOURCE

6. ANNEXES

7. FORCES AT WORK

• Rankings of the 10 world leaders in the European real estate development industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• AROUNDTOWN

• CBRE

• COVIVIO

• CUSHMAN & WAKEFIELD

• JLL

• PATRIZIA

• PROLOGIS

• SAVILLS

• UNIBAIL-RODAMCO-WESTFIELD

• VONOVIA

AROUNDTOWN

CBRE

COVIVIO

CUSHMAN & WAKEFIELD

JLL

PATRIZIA

PROLOGIS

SAVILLS

UNIBAIL-RODAMCO-WESTFIELD

VONOVIA