Bouwinvest outlook shows sustainable prime offices outperform as tenant demand turns selective

Prime office yields are seen stabilizing following earlier corrections.

Supply is projected to tighten as offices are converted to other uses.

AI is expected to reshape space requirements, changing layout needs more than total square-meter demand.

Bouwinvest says investor opportunity may lie in near-prime offices that can be upgraded to A-class through sustainability retrofits, modernization and service enhancements.

Bouwinvest’s Dutch Commercial Outlook 2026-2028 flags more selective office demand, favoring sustainable prime buildings in central locations.

The outlook says a widening performance gap is expected between high-quality assets and weaker stock, as tenants prioritize ESG compliance, talent attraction and reporting obligations.