Real estate between two cycles

What stage of the real estate cycle are we at?


This question is all the more difficult to answer as the real estate cycle is largely dependent on a hierarchy of yields disrupted by the unconventional policies introduced by central banks.

After a buoyant period, investment real estate is facing a new set of circumstances: the end of a low-interest rate regime and the impact of structural changes (metropolisation and a revolution in usage). What might the consequences be for fund managers and asset allocators?

Daniel While analyse the market on this note.

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Couvertures Convictions immobilières europe

The team

Daniel While
Daniel While Research, Strategy & Sustainability Director

Henry-Aurélien Natter
Henry-Aurélien Natter Research Manager

Adrien Isidore
Adrien Isidore Economist Statistician

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