The real estate sector faces a difficult global economic environment as central banks continue to tighten monetary policy. Global growth fears are also dampening demand. Potentially supportive factors exist too – for example, the value of rents in inflationary periods – but a differentiated view of the sector is important.
In our latest CIO Special, 'U.S. and European real estate: taking a closer look', we focus on:
- How central bank action is cooling real estate markets through rising interest rates and monetary tightening
- Difficulties regarding construction activity levels and the issue of rising of input costs
- Varying circumstances and performance outlooks of several real estate sectors and the reasons for it