Gradual reduction in uncertainty. Positive impact of falling inflation and the end of the rate-tightening cycle. Attractive valuations of listed real estate indices in Europe and the UK. Relative yields and agios also attractive in Switzerland.

Key points

• Risks discounted, current prices represent real investment opportunities
• A particularly favorable price/net asset ratio for European real estate
• UK securitized real estate also looks close to recovery
• Swiss securitized real estate offers opportunities to be seized
• Attractive absolute and relative returns
• Positive outlook for both forms of investment in Switzerland (funds and companies)

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