The latest edition of our Investor Confidence Survey, conducted 15-21 February, shows continued uncertainty on the Swedish real estate market. The last year has seen many challenges rising in the property markets around the world, a situation which is expected to continue throughout 2023. Survey results highlight a negative view on the occupier demand across the major segments. At the same time, a yield decompression has been recorded in the past quarter and is expected to continue in the coming six months across all the sectors. However, a large share of respondents expect the yields for logistics/ industrial and retail segments to begin stabilise in the coming six months. Furthermore, despite the looming challenges, investors seem to be undeterred by the negative market sentiment and plan to expand their portfolios further
This edition of the survey aims to explore which real estate segment is considered to be the most impacted by the changing market conditions, which segment is set to face the highest vacancy risk, and which segment is considered to have the best potential for rental growth.