Where Do European Property Values Go From Here?

First page Table of contents Next page Last page

Title	1
Overview	2
Contents	3
Property is a long-term investment	4
CRE is an appealing long-term investment	5
CRE Returns Outpace Alternative Investment Options	6
Nuances Like Sector, Geography, Quality and Risk Tolerance All Matter	7
C&W Forecast	8
The macro-economic environment is shifting	9
Economic Indicators Point to Weakness	10
Odds of a Recession Rising Rapidly	11
Property Values Fall in Every Recession	12
How we model our economic scenarios	13
Economic Scenarios	14
Economic Scenarios and key numbers	15
Econometric Models	16
Slowdown in NOI Growth, With Industrial Remaining Positive	18
Forecasting Approach	17
NOI Scenarios	19
Yields	20
Key Assumption: Spreads Will Adjust	21
Significant Increases in Yields	22
Yield Scenarios	23
Office Will Increasingly Bifurcate	26
European All Property Types*	29
European Retail Sector	28
Investment Ideas & Opportunities	30
Key Takeaways	32
Investment Ideas for 2022/23	31
Report's Research Team	33

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