"Logistics is the asset class that has experienced the most significant correction. However, it is already preparing for a rebound phase for the most modern warehouses adapted to new business models. Office and residential properties as a whole also underwent significant repricing in 2023. This was due to demand pressure in tension zones and supply imbalances. But we believe that residential real estate will rebound fairly quickly, especially when the cost of credit eases."
Henry-Aurélien Natter
Director of Research Europe, Primonial REIM