Positive week for the real estate sector on the stock exchange, which makes better than equity lists in general. On the sentiment of the investors he did not weigh the entry of the US government shutdown, while the imminent start of the season of corporate results is expected to get information on the state of health of businesses and the economy.
The trend of the sector on the stock exchange
The real estate sector has experienced a positive week at European level, with the Stoxx 600 Real Estate index that recorded an increase of 1.7%, still remaining back compared to +2.7% of the Stoxx Europe 600.
A better performance was scored by Italy, where the FTSE Italia Al All Share Real Estate has shown an increase of 6% on a weekly basis, better than that of the MIB FTSE index (+2.3%).
Real estate securities listed in Milan
Among the rated real estate companies in Piazza Affari, there was a brilliant week for Aedes (+8.7%), Next Re (+7.5%) and PGD (+7.3%). Also good to live in (+3.5%) and restoration (+2%). Negative Gabetti (-2%). Little move Brioschi.
Among the corporate press releases, Restore has made it known that the positive consolidated financial position on 31 August 2025 is equal to 32.9 million euros against 29.3 million euros of the previous month.
Macroeconomic data
On the macroeconomic front, mortgages in the United States have increased for the second consecutive week, according to the data of Freddie Mac, a private company with government support that specializes in the issue of mortgage loans and in their resale on the secondary market. The fixed rate at 30 was on average 6.34% to 2 October 2025, increasing compared to the average last week, when it was 6.30%. A year ago, in the same period, the fixed rate at 30 was on average 6.12%.
Furthermore, the sale of homes in the United States have grown, according to the numbers that emerge from the compromises for the purchase, an indicator of the perspective trend of the real estate market and mortgages. In August, the Pending Home Sales index (sales in progress), published by the Association of Real Estate Operators (Nar), recorded an increase of 4.% on a monthly basis.
Sector studies
During the week, interesting data arrived from Idealista, according to which the Italian residential market closed the third quarter of 2025 with a slight drop in the prices of the houses of 0.7%, bringing the average value of the houses used to 1,815 euros/m 2. Compared to the same period last year there is a decrease as 1.9%. Milan confirms the most expensive market in the boot, with an average price of 5,143 euros per square meter, growing 3.1% on an annual basis. Venice follow (4,734 euros/m 2), Bolzano (4,692 euros/m 2) and Florence (4,542 euros/m 2). All the other capitals remain below the threshold of 4,000 euros/m 2, with Bologna (3,631 euros/m 2), Rome (3,230 euros/m 2) and Trento (3,056 euros/m 2) in the highest band and, at the bottom of the ranking, Biella (768 euros/m 2), Ragusa (718 euros/m 2) and Caltanissetta (666 euros/m 2), which represent the most markets. economic of Italy.
