Opportunities to seize in securitized real estate


17 May

Opportunities to seize in securitized real estate

Securitized real estate is too severely affected by rising rates. Discounts in Europe and the UK. Attractive absolute returns. Appealing risk premiums in Switzerland. Historical premiums and discounts for Swiss assets.

Key points

  • Return of volatility in securitized real estate
  • The correction in securitized real estate is an opportunity
  • European securitized real estate unfairly penalized by the banking crisis
  • UK direct real estate slowdown
  • It is still a little early to consider exposure to China
  • Attractive discounts in Europe and the UK
  • Swiss securitized real estate offers opportunities
  • Attractive absolute and relative returns