EMEA Living Investor Survey 2024

CONTENTS

LIVING INVESTOR SURVEY E M E A

2024

01 INTRODUCTION P02

02 Demographically driven demand and greater return stability are key lures for living investors 03 The living segment has quickly grown to make up around 20% of the European real estate universe 04 Portfolio allocations look set to rise across the living sector P05 P07 P11

05

08

P13

P21

Investor interest strongest in Private Rented and Student Accommodation sectors

Only modestly lower interest rates expected despite a slightly weaker European economy in 2024

06

09

P15

P23

UK and German markets should benefit most from recovery in living investment volumes

Prime living capital values to bottom in Q2 2024

07

10 11 P25

P28

P17

SUMMARY

Stabilised stock, joint venture and forward funding are investors’ preferred deal structures in Europe

Sustainability continues to grow in importance for living investors