27
Jul
The economic environment remains favourable for real estate
Swiss and International listed real estate significantly increased in 2017. Demand benefits from the acceleration of global growth and from mostly negative real interest rates.
Key points
- Global listed real estate increases by +9.53% since the beginning of the year
- Negative real rates and the acceleration of global growth are positive factors in 2017
- Overweight Europe and Asia
- In Switzerland, the rise in listed real estate increases the risk of profit-taking
- No speculative bubble for Swiss real estate
- Real estate is still an appropriate alternative to bond yields
