Real Estate Summary – Edition 1, 2018

Opportunity amidst converging returns and shrinking risk premia

05 mars 2018

In the early months of 2018, economic fundamentals are supportive of another solid year of real estate performance. But monetary conditions are tightening and our central preoccupation persists: how will this affect the risk premium for real estate? This year transaction volumes will remain near long-term averages, rental growth will remain healthy, particularly in the prime segment, and as yet we do not expect a meaningful move outwards in yields.