Real Estate Connect, Q3 2024

Welcome to the third quarter edition of Real Estate Connect, where we're excited to share what we believe marks a pivotal moment for core real estate. Dive into our headline article to discover the five key reasons we're confident that core real estate is making a strong comeback. Additionally, don't miss our real estate outlook section, which offers detailed commentary on specific regions. Ensure you never miss these valuable quarterly insights by subscribing to Real Estate Connect, joining over 20,000 members. This resource is exclusively for professional investors. Please be reminded that capital is at risk.

We found five reasons for calling a turning point in the fortunes of an asset that sits at the heart of many property portfolios. What do you think?

The UK economy has returned to growth and inflation seems largely under control, with UK real estate looking more attractive overall.

European real estate markets are showing signs of recovery, supported by stabilising valuations, gradually cooling inflation, and the European Central Bank’s rate cuts.

APAC’s repricing still lags other regions, and most market/sectors are still valued at relatively tight yield gaps

US economic activity appears to be slowing.  We expect quality and geographical bifurcation – especially in asset classes under stress, such as offices – will widen. 

We expect quality and geographical bifurcation – n. Improving outlook for global real estate performance, supported by gradual policy easing and rental growth. The UK and Europe are ahead of the US and APAC in the recovery.

The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.

Subscribe now and stay connected.