05 September 2023 | 1 min.

The impact of higher interest rates on European listed real estate and its sustainable recovery

Due to numerous factors the past months have brought turbulent times for the European listed real estate sector. The excessive increases of policy and market rates have had a historically negative impact on share price development in 2022, whereby we have yet to see a structural share price recovery in 2023. Why haven’t we seen a sustainable share price recovery yet, and what can trigger it? If the path of share price recovery is entered will investors continue as before or will the European listed real estate market face structural changes?

a.s.r. real assets investment partners gives its view on recent developments and on where we think the European listed real estate sector is going.