With interest rate curves normalising, there is limited scope for yield driven capital growth in the real estate markets. Investors should hence focus on income and have a clear conviction for individual asset investments.
At the same time, one of real estate trump card is the opportunity to impact income streams by applying profession asset management and expertise. This will be the source for outperformance.
Overweight indicates that as of today we recommend investing in relatively higher share in a given category; the assessment factors in current and future socio-economic and real estate data. The assessment takes an absolute view and is not relative towards other categories/countries.
Market investment – Europe
(Scroll down for further details on the individual countries)
Market investment - Europe
Overall
United Kingdom
France
Germany
Switzerland
Benelux, Austria, Ireland
Belgium
Netherlands
Luxembourg
Austria
Ireland
Sweden, Norway, Finland, Denmark
Sweden
Norway
Finland
Denmark
Poland, Czech Republic, Hungary
Poland
Czech Republic
Hungary
Italy, Spain, Portugal
Italy
Spain
Portugal
