Office Real Estate outlook

Real Estate

Kolytics

Kolytics’ report assesses the rapidly evolving office real estate sector, where shifts in work preferences and economic softness weigh on demand. While US markets face oversupply and high capital requirements, European markets benefit from lower vacancy and more stable fundamentals. Deep discounts to replacement cost offer selective opportunities, but investors must be wary of capex traps and polarising tenant demand. In a fragmented landscape, landlords who adapt quickly and investors who stay selective will be best positioned to capture risk-adjusted upside. Buy-rated stocks include BXP, Castellum, Covivio and PSP Swiss Property. Sells include British Land, Inmobiliaria Colonial and Mobimo.

- 13 June, 2025

Nordic Property Cos: In search of a miracle

Real Estate

Green Street Advisors

Castellum and Samhallsbyggnadsbolaget are both Swedish property companies with complex ownership structures, impaired corporate governance and stretched balance sheets. The current challenging macroeconomic backdrop has now lifted the veil on the many risks embedded in their corporate structures. In this report Green Street explores the various implications of the recent announcements made by companies’ CEOs and provides insights on how to navigate the current market volatility.

- 11 November, 2022