Review of the 2025 results of French real estate developers and property companies

Our review of the French property market for 2025 is now available.

Between early signs of recovery and persistent structural fragilities, the industry clearly stands at a crossroads.

Despite a highly uncertain geopolitical and economic context, several indicators point to a gradual rebound: investment activity is selectively returning, and listed real estate has outperformed broader equity markets. However, delays in project launches and a still fragile residential market continue to weigh on developers’ revenues.

What stood out in 2025 :

  • Strong growth in mortgage production, which reached +35% by the end of 2025.
  • Contrasting dynamics across asset classes : recovery in the existing housing market, clear rebound in commercial property but delayed launches of new projects and a residential market that remained fragile.
  • France consolidated its third position on the European market, with a +14% increase in commercial real‑estate investment.
  • Listed real‑estate companies outperformed the CAC 40, with the IEIF France Real Estate Index rising by 18%.

Read the full report here.