Research

Too much capital is chasing too few assets on the property market due to the historically low real interest rates

Investors will increasingly look beyond the bond and equity markets to real assets that can be effective inflation hedges

The equity market is still indicating a pressure downwards on property yields during the coming 6–12 months despite the recent month’s market correction

The risk of a scenario with 1970s-style stagflation may become a positive driver on the property market going forward

The strong equity market performance for the listed property companies in Q2 is indicating continuously high activity on the transaction market during the autumn

The property sector may face a number of major challenges going forward, but it seems like we have at least a few more easy quarters to go

The trend of increasing real interest rates are on paus – if resumed, it will likely cool down the property transaction market after the summer

The property market stands at a crossroad where the trajectory of long-term real interest rates is the decisive factor

More and more signs are pointing at an upcoming stagflation scenario – that would benefit real assets like commodities, infrastructure and property

Concerns have been raised about bubbles in various types of asset markets – but a positive spiral is now likely emerging in the Swedish non-cyclical property segments