Should we focus on retail real estate during a crisis? Some investors and analysts like to assess a portfolio's quality on the basis of its retail share. Swiss Life Asset Managers takes a closer look and sees opportunities, for example in the prime retail real estate market.
Even in difficult times, many people are looking for a shopping experience and are increasingly returning to the shops after having been forced to make online purchases during the lockdown. Retail properties in an excellent location are therefore a good cushion for investors. In this issue, "Exposé" takes you on a short stroll through popular Swiss shopping streets and presents high-quality properties in central locations.
A comparison of the Chinese and Swiss real estate markets shows that the Swiss rental market is having an overall stabilising effect on the economy. While in China the ownership rate is around 90 percent, only around 36 percent of the Swiss own property.
In terms of the Swiss rental market, investors benefit from the high quality of Swiss Life Asset Managers’ portfolios, which prove to be crisis-resistant thanks to a good mix, a focus on central locations and high-quality properties.
