New opportunities for global real estate


14 Feb

New opportunities for global real estate

The month of January offers new perspectives. US housing market stabilises. Europe can benefit from a repositioning of investors. UK house prices to decelarate in 2022. China’s properly market still in serious trouble.

Key points

  • International securitised real estate outperforms equity markets in 2021 but also suffers in January 2022
  • Positive outlook and likely catch-up in 2022 for Europe and Asia
  • Eurozone-focused investment strategy
  • Swiss real estate companies remain attractive