30
Apr
International securitized real estate remains an attractive opportunity
More moderate increase in direct real estate prices. Economic growth boosts real estate investments. Interest rates not threatening valuations yet. Stay invested.
Key points
- Exceptional 1st quarter for international securitised real estate
- Logical loss of momentum in April
- The decline in interest rates supported the recovery of prices
- Risk premiums are still favorable
- More moderate increase in direct real estate prices in the United States
- Interest rates not threatening valuations yet
- Real estates profits from low real interest rates and remains an attractive opportunity
- Reduce tactical allocation in US
