ISA Outlook 2024: Europe

European property markets have been waiting for a peak in
European Central Bank and Bank of England policy rates, for an
end to the war in Ukraine and for bid-ask pricing spreads to
resolve. Investors ready to move out of waiting mode in 2024 can
benefit from rebased prices, opportunities to solve capital stack
equations, and strong fundamentals in many sectors.


In this chapter of ISA Outlook 2024, we examine the state of
the European market and conclude with recommendations for
specific investment strategies – underpinned by realism and
targeted toward areas of forecast resilient income growth.





Contributors:


Dan Mahoney


Europe Head of Research and Strategy


Petra Blazkova


Europe Head of Core and Core-plus Research and Strategy


Dominic Silman, PhD


Europe Head of Debt and Value-add Capital Research and Strategy