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Article
Vintage Year Investing | A podcast from Invesco Real Estate
25 October 2023
With interest rates having increased considerably, real estate prices in Europe are up to 50% lower than they were two years ago. This is creating compelling opportunities for experienced managers to invest in high quality real estate at bargain prices – particularly in the “value-add” space.
In this 12-minute podcast, Simon Redman and Kevin Grundy address some of the key questions on investors’ minds.
Key topics covered:
- 01:05: Are economic headwinds creating challenges or opportunities?
- 01:52: Why have higher interest rates caused property prices to fall?
- 03:12: Are investors taking advantage of valuation opportunities today?
- 03:52: Timing the market is impossible – so thorough scenario analysis is essential.
- 05:14: Some case studies from our portfolios.
- 07:39: Investment themes that we follow.
- 10:58: If the market looks so compelling, why isn’t everyone investing now?
Discover our strategies
Our value-add strategies aim to deliver enhanced returns by drawing on the strength of our local teams. We have boots on the ground in 21 locations globally – which means we have the contacts and experience needed to originate attractive opportunities for our clients.
For more information about our strategies, please provide your details below and an Invesco representative will get back to you.
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Related insights
Opportunity or caution? The outlook for European real estate
Kevin Grundy, Managing Director, Fund Management, Europe, Invesco Real Estate, discusses the broader market environments in the region and where he is finding the most compelling investment potential for value-add and opportunistic strategies.
31 May 2024
How global demographics drive global real estate opportunities
Global demographic shifts, like a declining, growing, or an aging population, in tandem with macroeconomic factors tend to generate real estate investment opportunities.
22 April 2024
Investment risks
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The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Important information
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All data is provided as at the dates shown, sourced from Invesco unless otherwise stated.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Views and opinions are based on current market conditions and are subject to change.
