Global real estate market outlook Q2 2024
The UK, US, and parts of Europe, are expected to lead the recovery.
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
The UK, US, and parts of Europe, are expected to lead the recovery.
UK real estate looks poised for a modest recovery, following a collection of positive movements in the economy.
The outlook for European direct real estate returns is improving each quarter.
We like industrial and logistics markets surrounding the Gulf and East-Coast ports.
We expect near-term capital returns to remain under pressure, despite the prospect of rate cuts in 2024.
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Disclaimer: Companies selected for illustrative purposes only to demonstrate the investment management style described herein and not as an investment recommendation or indication of future performance.
The Australian logistics market offers favourable dynamics in supply and demand with direct exposure to long-term income and growth.