Weekly Data Sheet - 11 July 2025

The Nordic region dominated investment activity, with a majority of this week’s transactions taking place in Sweden, Finland or Denmark.

The uptick in investment volumes is in line with results for the first half of the year, which has seen activity jump by as much as 59% year-on-year in Denmark and 40% in Sweden, according to recent research published by advisor Colliers.

Volumes increased across most geographies and segments, except for the Norwegian market which saw deal flow slow down by 28% over the past six months.

The Nordic region also saw an increase in average transaction size in the first half of 2025 reflecting a greater proportion of portfolio transactions and growing risk appetite among core and value-add investors.

“The momentum is underpinned by greater clarity on interest rates and renewed confidence in long-term fundamentals. While geopolitical and economic uncertainty remain, the overall pick up in transaction activity suggests that investors are repositioning ahead of a more sustained recovery cycle”, said André Lundberg, head of capital markets Sweden and partner Colliers Nordics.

Deals over the past week included the acquisition by a joint venture of global investor Slate Asset Management and OneIM of a portfolio of five grocery-anchored retail properties and two adjacent residential properties in Greater Copenhagen for a price said to be around €250m.

The transaction represents the first purchase for the joint venture which will focus on the European essential retail sector.

Sven Vollenbruch, managing director at Slate, said: “We have great conviction in the tailwinds driving growth in the Danish market, which has consistently outperformed the broader Eurozone across a number of key macroeconomic indicators.

“This portfolio presents an attractive entry point for us in this market given it is anchored by leading essential goods tenants – many of whom we already have well-established relationships with – and presents meaningful opportunities to unlock additional value through active, hands-on asset management.”

Also this week, Catena spent €116m to acquire a fully let logistics asset in Jönköping, Sweden; Sagax bought eight properties for nearly €82m; CapMan inked the forward purchase of a residential development with 205 rental units in Stockholm and Cibus invested €61m to acquire six assets in Finland.

In the financing section, lenders provided a string of big-ticket loans secured against living and logistics properties across Europe while in the new assets on the market section, over €500m of London offices were reportedly put up for sale by their owners, LanSec and Kennedy Wilson.