Insights

The U.S. Federal Reserve has initiated a monetary policy recalibration by significantly cutting interest rates, with more reductions expected. The European Central Bank (ECB) followed suit, reducing rates by 25 bps, as widely anticipated by the market. Meanwhile, Swedish inflation is easing sharply, and the Riksbank is expected to lower its policy rate during its upcoming meeting on the 25th of September. The question remains whether the Riksbank will opt for a 25 bps reduction or a more aggressive double cut.

Sedan pandemins utbrott 2020 har Kontorsfastigheter har varit i större fokus än på flera decennier. Men vad har egentligen skett under dessa år? Hur har produkten påverkats? Hur ser den närmaste tiden ut för kontorsprodukten?

In Q2, global markets varied with Sweden hinting at rate cuts, Europe flat due to political uncertainties, and the US showing positive trends, while Sweden’s real estate market faced challenges but remained strong leasing, with expected rate cuts potentially boosting investment.

The Swedish central bank (Riksbanken) announced a 25 basis point cut to the base interest rate, reducing it from 4% to 3.75% last Thursday. This move positions Sweden, along with Switzerland, as one of the first European economies to lower rates.

We would like to take a moment to look back at our work with clients and partners, highlight some interesting trends in the finance and real estate sectors, and share our thoughts on what 2024 might look like for us professionally.

In this Q4 summary report, we provide updates on macroeconomic trends, analysis of the implications the weakened German economy has on the EU monetary policy stance, and a lookback on the Swedish property market throughout 2023.

In this Q3 Carousel market report, we cover Sweden's macroeconomic status, the property group Evergrande signaled challenges and it's effect on China's economy, the standout Nordic commercial real estate market, and outlook of the Swedish market.

Before the upcoming (and welcomed) summer vacation, we are releasing our Q2 market report, where we aim to share insights on the topics about monetary policy, debt profile, earning strategies as well as an outlook for H2 2023.

Positive net operating income will be the key to sustainable real estate sector development during 2023.