2022 Real Estate Top 150 ranking: 20
Covid-19 negatively impacted 2020 European growth to various degrees. Regardless of its precise speed, the 2021-22 recovery is expected to be solid. But, this strength is also raising concerns on inflation.
Despite a recent uptick in inflation, the swap market still prices central banks to keep rates low and government bond yields lower for longer as the output gap remains high.
In discussions since the release of our 2024 Outlook in Nov-23, many questioned our projected rebound for the European private real estate markets. This report presents supporting analyses to confirm that we remain comfortable with our outlook.
Which Sectors Will Recover First In The Upcoming Cycle?
Cre Lending Stabilises While Debt Funding Gap Remains
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