La résistance des valeurs
Après notre série de notes hebdomadaires durant la période de confinement, et avec le recul donné par les récents développements sanitaires (fin de la première vague de l’épidémie et déconfinement progressif de l’Europe continentale) il nous a paru intéressant de reprendre le fil de l’analyse. En particulier, la question des valorisations
immobilières se pose, au regard du nouvel environnement économique. C’est la situation des fonds immobiliers non cotés (SCPI, SCI, OPCI) que nous examinerons plus particulièrement, en positionnant les stratégies de Primonial REIM dans cette analyse.
The team
With a university education in local economic development, Daniel While began his career as business establishment consultant to local authorities. In 2006, he joined the Institut de l’Epargne immobilière et Foncière as analyst, and specialised in the world of unlisted real estate funds (SCPIs and OPCIs for France).
He is co-author of the book Les OPCI published by Delmas (September 2008). He joined Primonial REIM in 2017, where he held the position of Development Director, then Research & Strategy Director from 2019.
Henry-Aurélien Natter joined Primonial REIM as Research Manager in January 2018. He has the mission of developing the analyses of the Research & Strategy Department on the real estate markets, the economy and capital in France and in Europe.
Henry-Aurélien Natter began his career at Les Echos Etudes (formerly Eurostaf), then at C&W (formerly DTZ), and lastly at BNP PRE, where he acquired solid and varied experience in real estate research, strategy and finance. He is qualified with an AES degree in Business Management, a Masters Decree in management and SME management, and an International Master in commerce and marketing.
- Thematic study
Real estate investment, a global perspective
In this study, we want to offer a global perspective on the evolution of real estate markets, explore the diversity of responses provided by international players, and draw the outlines of what could be a “global real estate allocation” in the next cycle.
- Market review
Primonial REIM real estate convictions : 4th quarter 2023
After a slow year in 2023, 2024 will be a year of many challenges: challenges that are at the same time democratic, geopolitical, economic and financial.
- Market review
Primonial REIM real estate convictions : 3rd quarter 2023
A new phase is taking shape, with the ECB's stated intention to leave rates unchanged, thereby giving investors greater visibility.
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