EMEA Living Investor Survey 2024

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EMEA LIVING INVESTOR SURVEY

PORTFOLIO ALLOCATIONS LOOK SET TO RISE ACROSS LIVING SECTOR 04

FURTHERMORE, OUR SURVEY INDICATES THAT THERE IS SCOPE FOR THIS GROWTH TO CONTINUE AS INVESTORS DIVERSIFY THEIR PORTFOLIOS AND AS MORE AND MORE SEGMENTS OF THE LIVING SPACE DEVELOP AND MATURE. Overall, almost 80% of the investors we polled expect the amounts they invest in the living sector to rise over the next five years with 35% indicating that their investment in the sector is set to increase significantly.

When we examine investors’ current portfolio allocations to the living sector versus their target allocations over the next five years, we see a marked pick up in the percentage of investors that are looking to more than 20% of their real estate portfolios to living assets. We believe that this has the potential to translate into average inflows of €70- €85 Billion per annum into the living sector across the EMEA region over the next five years.

PORTFOLIO ALLOCATIONS TO LIVING ASSETS LOOK LIKELY TO RISE IN THE NEXT FIVE YEARS

80

CURRENT LIVING ALLOCATION

70

68%

TARGET LIVING ALLOCATION NEXT 5 YEARS

60

53%

50

40

30

20

15%

12%

12%

12% 12%

10

9%

6%

3%

0%

0%

0

None

0-5%

5%-10% 10%-15% 15%-20% More than 20%

Source: Cushman & Wakefield, February 2024