GRI Club Europe的动态

???????????????? ???????????????????? ?????????????? ???????? Knight Frank's network of European Researchers has?just published its annual commercial real estate outlook... The article provides our country-by-country predictions for what will shape our markets in the year ahead.? In ??????????????, turmoil affecting its most trusted economic partner will impact markets, while assets with strong fundamentals will find validation. https://lnkd.in/eh92spAX

The French real estate market is experiencing a "perfect storm" moment, ripe for real estate distress, consisting of elevated interest rates, yield increases, maturing investments, office market polarisation, and regulatory pressures. However, the reality on the ground shows that distress remains anecdotal. ?? Is distress in the French real estate market a mirage or a delayed reality? This was among the topics at the annual France GRI 2024, and leading market players’ exclusive insights from discussions have been concisely presented in the latest GRI Club report. Vendors are motivated, participants shared, but many transactions are being withdrawn from the market. Last year, approximately €7 billion worth of transactions were not completed out of an estimated €10 billion investment volume, indicating a substantial number of deals falling through. ?? This is, in part, attributed to investor caution around hidden value traps. However, despite concerns, investor sentiment is largely positive, and current French real estate market conditions were described by participants as presenting prime opportunities for acquiring high-quality assets, with the bottom of the market expected to be reached this year. The primary objective for many is to capitalise on the current downturn by purchasing good assets at attractive valuations, including well-located offices, and reap the benefits as the market recovers. ?? Access all exclusive insights, as well as European economic analysis from industry experts in the France GRI 2024 report. ?? Available now on the GRI Hub: https://lnkd.in/dqBfzjBP #griclub #realestate #france #investors #distress

Key Insights from the Canadian Real Estate Forums ? Last week at the Global Property Market conference held in Toronto, industry leaders gathered to discuss the evolving landscape of real estate. A standout session was led by Jim Costello from MSCI Inc., who shared crucial insights about the current state and future direction of the industry. ? The Reality of Real Estate:?The real estate market is cautiously stepping into recovery after a significant downturn in returns and investment activity. Despite a 4% increase in global deal volume in Q3 compared to last year, levels remain well below pre-pandemic averages. The recovery pace is varied, with European and Asia-Pacific markets outpacing the Americas. ? Strategic Mindset Shift:?Jim Costello highlighted a pivotal shift for real estate professionals: “It’s going to be more about building up income. It's about managing properties effectively, and that's just a slower growth type.” ? It's become increasingly clear that property managers and owner-operators must leverage tools like technology, and adopt efficient management practices, to sustain growth and achieve steady returns. This approach ensures that properties are not only maintained but are fundamentally resilient business entities. ? How are you adapting your strategies in light of these insights? Share your thoughts in the comments below, and please reach out to any of the DSA Team to learn more about how digital innovation and technology can help your business! ? #REForum #GlobalPropertyMarket #CRE #Technology Canadian Real Estate Forums, Informa Exhibitions - Canada, Jim Costello, Lee Jackson, Jesse Michael

Seizing Opportunity: Discounted Investments in the UK Property Market In a world of financial volatility, the UK residential property market offers stability and opportunity. The allure of discounted properties presents a compelling prospect amidst global market fluctuations, particularly for new investors or those seeking to expand their portfolio beyond stocks and shares. The UK residential property market remains resilient amidst gold price all time highs, volatile cryptocurrencies, and record-breaking stock markets. Economic shifts, regulatory changes, and regional disparities contribute to the emergence of discounted properties, providing strategic opportunities for investors, especially newcomers. Strategic timing is crucial for investors entering or diversifying their investments. Uncertainties in traditional and alternative markets highlight the importance of seizing opportunities during market downturns or regulatory shifts, positioning investors advantageously. Effective risk mitigation strategies are essential for new investors. Thorough due diligence, portfolio diversification, and collaboration with industry professionals help mitigate risks associated with property investments, empowering newcomers to make informed decisions and safeguard their investments. Acquiring discounted properties serves as a platform for investors to unlock additional value through strategic enhancements. Renovation, refurbishment, and optimization of rental potential enable investors to maximize returns and capitalize on market opportunities from the outset of their investment journey. The UK residential property market offers stability and long-term appreciation potential amidst global market volatility. Historically resilient, it provides a solid foundation for investors seeking sustainable growth and wealth preservation, making it an attractive option for newcomers to build their investment portfolios. Conclusion - Amidst top heavy gold prices, volatile cryptocurrencies, and record-breaking stock markets, the UK residential property market emerges as a haven of stability and promise, especially for new investors or those looking to expand their investment horizon. By understanding market dynamics, timing, and implementing effective risk mitigation strategies, newcomers can navigate the market confidently and achieve sustainable returns from the outset of their investment journey. Embracing a proactive and informed approach is paramount for harnessing the full potential of UK residential property as a lucrative investment avenue amidst global market uncertainties. Paul provides a full turnkey solution to buying in strategic UK locations via one of his partners. Paul also has various EU property opportunities too. To learn more message him here on LinkedIn. https://lnkd.in/dZgVFHBK #ukproperty #propertyinvestment #ukpropertymarket #ukresidentialproperty

The European real estate sector is poised for a period of cautious optimism in 2025, with several key trends and forecasts shaping the market. ?? According to Knight Frank, the European Central Bank (ECB) has been progressively reducing interest rates, currently at 3.0%, with projections suggesting a further decline to approximately 1.5% by the end of 2025. This monetary easing is expected to enhance financing conditions, potentially stimulating investment activity across the real estate sector. ?? The industry sentiment is thus improving, with 50% of European real estate professionals expressing confidence in an enhanced market environment for 2025, up from 33% in 2024. This optimism is underpinned by stabilizing valuations and a more favorable economic climate, encouraging increased investment activity. ?? The Belgian economy and real estate markets will be more directly impacted by the economic and political turmoil in Germany than the next Trump presidency. As a matter of facts, US real estate investors are not regular players in Belgian real estate. Belgium’s immediate concern lies with the formation of a federal government. The longer it will take to form a coalition the higher the threat on its credit ratings.? ?? There is a notable shift towards sectors with strong structural tailwinds, demonstrated maturity and ability to weather a crisis, such as logistics and residential. Additionally, alternative assets like data centers and life sciences facilities are gaining traction among investors seeking diversification and higher returns. In summary, while challenges such as geopolitical tensions and economic disparities persist, the European real estate sector in 2025 is expected to experience measured growth, supported by favorable financing conditions, sector-specific demand, and increasing investor confidence ??

Here are some of our thoughts on the trends in the Real Estate for this new year ?? Let’s bring back optimism on the table, build multi-disciplinary task forces that take collaboratively risks, where public and private sectors work hand in hand to fulfil the fundamental needs that stand ahead of us ?? #realestatetrends #mixedcommunity #proptech #urbantech

???????????????????????? ???????? ?????? ???????????????????? As the real estate market approaches an inflection point, the role of fundamentals in driving the recovery are key. Benoit Lefebvre, Head of Research, highlights the major findings in our latest Lighthouse Report. ?? ???????????? ?????????????? ??????????? With interest rates stabilising and liquidity expected to increase, real estate is on the cusp of recovery. However, we do not expect any significant yield compression due to higher interest rates. ?? ????????????-???????????????? ????????????????: Hotels and logistics are leading the recovery, driven by robust rental growth. Modern and well-located offices are also expected to perform well, while secondary office stock will remain under pressure from weak tenant demand. ?? ???????????????????? ??????????: The UK, the Netherlands, Germany and France will attract most of the available capital, as these mature and liquid markets have experienced extensive repricing. ?? ???????????????????? ???????????????? ????????????????: Economic conditions favor businesses, with a likely interest rate cut boosting investment and consumption. This optimism should benefit rents and value creation, though unforeseen economic events could pose risks. Read the full analysis in our latest issue of the Lighthouse Report. Download the full report here: https://spkl.io/60474hmG1 ?? ? BNP Paribas Real Estate Archive #LighthouseReport2024 #RealEstateRecovery #MarketFundamentals #InvestmentOpportunities #EconomicSupport ?????????????????? ???????????????? ??????????, ???? ???????????????????? ?????? ???????? ???? ?????????????? ????????. ???????? ?????????????????????? ?????? ?????? ?????????????????? ???? ???????????? ??????????????????????.

BIG PROPERTY NEWS... The Savills Report has just been released today. The positive economic outlook and easing interest rates this year. Means a a bumper increase for property values! Link to full article below. https://lnkd.in/eWZajzrN. #SavillsReport #FlambardWilliams #PropertyInvestment

The Volatility of Listed Real Estate in Europe and Portfolio Implications - New Publication by Martin Hoesli, Louis Johner and Jackline Kraiouchkina - "Using GARCH models, they find that volatility shocks are synchronous across sectors and countries, albeit with differences in magnitude. The high-volatility regime of the global financial crisis lasts longer than that of the COVID-19 pandemic. All countries but Germany experience higher volatilities during the COVID-19 pandemic than during the global financial crisis, while the results across sectors are more nuanced. The results indicate that implementing tactical asset allocation across sectors is beneficial for strategies that have stable and well-balanced allocations." [Source: University of Geneva - https://lnkd.in/d3ZBVgVb] Volatility is inevitable. But for us, as real estate professionals with our sights set on global and luxury markets, understanding how to navigate it through data-driven strategies is what sets us apart. The findings above remind me of this truth: agility and precision matter. Tactical asset allocation within sectors, as highlighted, can lead to a more robust and consistent portfolio performance, especially amid changing market conditions. Imagine applying this principle across your cross-border dealings to fine-tune your client offerings. With market environments subject to rapid shifts globally, what are you doing today to ensure your portfolio—or your strategic approach—is as resilient as the clients you serve? Are you leveraging sector-specific insights to stay ahead? Axel Wittlinger, Ravi Kumar Sapata, Jan Bor?vka, Lars Pfeiffer, Bernd Pastowski, and Karl Schneider why do you think all countries but Germany experienced higher volatilities during the COVID-19 pandemic than during the global financial crisis? #GlobalRealEstate #LuxuryRealEstateInsights #InternationalRealEstate #EuropeanRealEstate #EuropeRealEstate #GermanRealEstate #GermanyRealEstate (Article referenced: https://lnkd.in/d3ZBVgVb)