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随着利率的变化, dynamic occupier fundamentals 和 deepening bifurcation within sectors, ISA展望2024 asks how real estate investors should respond to rapidly changing market conditions. 来回答这些问题和更多, we will be publishing four separate chapters (links below) over the course of November 和 December.
章
The global macroeconomic context for real estate remains unsettled, 和 more so than earlier in 2023. 直到夏末, interest rates in most major markets exhibited high volatility, 但总体趋势不大. 它们主要是横向移动的, owing to cooling inflation 和 expectations that central banks were reaching the end of their tightening cycles. This was helpful in setting a pricing baseline for real estate investors. But the outlook for rates 和 thus real estate pricing has become more unsettled of late.
What does this mean for real estate 和 how does it intersect with other key trends?
作者
布莱恩Klinksiek全球研究和战略主管
爱德华多GorabHead of 全球 Portfolio Research 和 Strategy
没有发现结果
欧洲an property markets have been waiting for a peak in 欧洲an Central Bank 和 Bank of Engl和 policy rates, for an end to the war in Ukraine 和 for bid-ask pricing spreads to resolve. Investors ready to move out of waiting mode in 2024 can benefit from rebased prices, opportunities to solve capital stack equations, 许多行业的基本面都很强劲.
在这一章 ISA展望2024, we examine the state of the 欧洲an market 和 conclude with recommendations for specific investment strategies – underpinned by realism 和 targeted toward areas of forecast resilient income growth.
作者
丹尼尔·马奥尼欧洲研究与战略主管
佩特拉Blazkova欧洲 Head of Core 和 Core-plus Research 和 Strategy
多米尼克·西尔曼博士欧洲 Head of Debt 和 Value-add Capital Research 和 Strategy
没有发现结果
Against a volatile macroeconomic backdrop 和 with growth expected to slow, we believe that in 2024 it will be the trajectory of interest rates that will have the greatest impact on real estate values in the US 和 Canada.
As investors continue to adapt to cooler conditions, this chapter of ISA展望2024 examines the current l和scape 和 looks ahead to the coming year, including where we see select opportunities emerging, as well as variation between the two markets. We conclude with three broad strategic themes 和 recommended strategies where investors may consider deploying their capital.
作者
理查德Kleinman美洲研究和战略主管
克里斯Langstaff加拿大研究与战略主管
没有发现结果
The sheer size 和 complexity of the 亚太地区 region means real estate markets 和 investment opportunities are as diverse as the region itself.
的最后一章 ISA展望2024, we discuss this complexity 和 how China’s new economies – such as high-tech manufacturing 和 biotechnology – are growing rapidly 和, 二十多年后, 日本希望申办 说ō奈良 通货紧缩. In other key parts of the region – Australia, 香港, Singapore 和 South Korea – central banks are near the end of their rate-hiking campaigns in a bid to lower inflation which, 和世界其他地方一样, could lead to a rebound in transaction activity.
作者
爱丽霞谢霆锋亚太区研究及策略主管
邓伟德博士中国研究与战略主管
丹尼斯·黄Senior Strategist, 亚太地区 Research 和 Strategy
没有发现结果
Published every year since 1993, LaSalle’s annual ISA前景 is designed to help our clients 和 partners navigate the year ahead. It brings together smart perspectives 和 investment ideas from our teams around the world, based on what we see across our more than 1,500个跨越地域的资产, 属性类型和风险概况.
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