Pan-European non-listed real estate returns reached 3.01% on an asset level and 2.57% on a fund level, more than double their respective Q1 2021 performance
- A broad-based improvement in performance across Europe, with all major geographies reporting total returns in excess of 2.0%
- The Pan-European industrial/logistics sector posted its strongest asset level return since Q4 2014, bringing the 12-month rolling total return to 21%
- Rent received for retail caught up with the mainstream sectors, reaching close to 90% of the rent expected.
- The application of material uncertainty clauses declined further to 15% on a sample of 170 funds.
View the briefing recording to learn more about the dynamics and business oriented implications for the real estate industry.
Download the Market Insights September 2021 report and the INREV Sentiment and Valuation Survey Q2 2021 Infographic below.
Over the four quarters of 2020 and first quarter 2021, INREV canvassed views from the membership to assess the dynamics and business-oriented implications for the industry.
A monthly member sentiment survey first conducted in May 2020 to understand the impact on investment plans, operations and expected market performance.
Sentiment and Valuation Survey Q2 2021 - Infographic
COVID-19 Sentiment and Valuation Survey Q1 2021 - Infographic
COVID-19 Sentiment and Valuation Survey Q4 2020 - Infographic
COVID-19 Sentiment and Valuation Survey Q3 2020 - Infographic
COVID-19 Sentiment and Valuation Survey Q2 2020 - Infographic
COVID-19 Sentiment Survey Q1 2020
COVID-19 Valuations Survey Q1 2020
15 September 2021, Amsterdam – Results from the latest pan-European INREV Quarterly Asset Level Index reveal the strong performance of European non-listed real estate. Total returns hit 3.01% in Q2 2021, driven largely by capital growth of 2.10% (up from 0.42% the previous quarter) and marking the fourth consecutive quarter of positive performance, and the best quarterly result in three and a half years.