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Real Estate Convictions Q4 2024

2/10/25
While the current fragmentation of the political landscape in several of the world’s major economies is ’detrimental’ to government effectiveness, we are maintaining our scenario of a pivotal 2024 leading to a gradual recovery in the European real estate sector during 2025. The continued reduction in ECB interest rates, the level of savings amongst Europeans and the recovery of the real estate markets between 2022 and 2024 all point to the potential for improvement and a rebound in the sector.