Our Thoughts

Market commentary, outlooks and research on Swiss and international real estate. Previews are open to all; full articles are free for registered members.

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Latest thoughts

October 6, 2022

Exporeal 2022: Beyond “We are on the sidelines”

Finally, it could take place again in the usual setting, as before Corona: the Exporeal, the largest and most important real estate conference in Europe.

July 25, 2022

Structural opportunities amid weaker capital markets: A look at technology-enabled health care

The world is currently living in a series of black swan events. In this macro environment, we expect a handful of industries, including technology-enabled health care, to not only sustain themselves but emerge and thrive.

July 5, 2022

Key take-aways from Singapore

I had the opportunity to spend a week in Singapore for meetings and the ANREV conference for the first time since the Corona crisis and I have some key takeaways.

June 6, 2022

Remember 1974?

We see some parallels but also differences between today’s situation and the first oil crisis in 1974, and examine real estate returns between 1970 and 1999 in the context of key macroeconomic variables.

March 29, 2022

Higher interest rates in Europe: What do financial markets tell us?

We deliberately have taken our time to write a new comment, as the Russian invasion in the Ukraine has also shocked us. First and foremost, we shed more light on inflation and interest rate movements.

January 10, 2022

Prospects for Swiss real estate investors in the “post-COVID era”

Overheated premiums at fund level and Japan-style conditions reminiscent of the 1980s in the direct market shape the current picture for new investment in Swiss residential real estate.