Real Estate: the refinancing headache?

The Real Estate sector recorded several loan extensions in 2023. 2024 will follow this trend, but the wall of debt is even higher than last year. Currently, steady ECB interest rates are helpful and could even trigger a recovery in transactions when they will be cut over the next months.

Buyers are in the driver’s seat, especially on decentralized office properties with a green capex burden. However, 2024 should see the trough of this cycle. We are constructive on shopping centers with their high income-return profile, and on logistics benefitting from solid rent growth prospects.

In this resurgent market, which players are best placed to win? Listen to the insights of our three experts at Natixis CIB, Thierry Bernard, Global Head of Real Estate & Hospitality, Thierry Cherel, Real Estate Research specialist, and Alexis Meunier, Head of Real Estate & Hospitality Finance Europe.


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