Senior Equity Analyst
Carlsquare Equity Research: Real Estate Equity Snapshot
21 okt 2024
Read the full report here:
- The Swedish real estate sector is benefiting from lower interest rates. The bond market has also opened to the high-yield segment with more affordable pricing compared to the end of 2022.
- SBB opened the IPO window with the listing of Public Property in Norway and Sveafastigheter in Sweden.
- Lower inflation of 1.9% will shift the benefit of higher rental income in 2025 from commercial to residential property.
- The average P/NAV for the real estate sector of 84% could be split into a P/NAV of 78% for the residential sub-sector, while commercial property stocks trade at an average P/NAV of 107%.
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