英卓投资管理：2025年年中全球房地产展望报告：不确定性中的机遇（英文版）

• With real estate generally viewed as fair value in Europe, the UK and APAC after ‘the big price reset’, we believe the recovery in real estate values is unlikely to be derailed, even if it struggles to gain as much traction in the near term. • Robust underlying fundamentals continue to support income growth prospects and look set to persist, given a lack of new development. • Questions over US policy and the economic outlook mean investors are showing greater interest in opportunities in ma