Research Briefing | Jan 19, 2022

European real estate obsolescence risk lowest for the Nordics

Ipad Frame - Europe-Real-estate-obsolescence-risk-lowest-for-the-Nordics

Our new index of European real estate obsolescence finds that the Nordic countries have the lowest risk of obsolescence and are best placed for the climate transition.

What you will learn:

  • We believe that locations with a lower obsolescence risk will benefit from more-defensive future returns over the medium to longer-term, as investors re-weight portfolios to align with net-zero commitments.
  • Less risky locations will benefit from the lower cost of capital.
  • Countries that are higher up the obsolescence risk scale will present opportunities for value-add and opportunistic strategies to green the existing stock.
Back to Resource Hub

Related Services

Japan

Post

Takaichi’s big win doesn’t affect the fiscal outlook for Japan

The ruling Liberal Democratic Party's (LDP) landslide election victory on Sunday doesn't change our expectation of a primary fiscal deficit of 2%-3% of GDP in FY2026-FY2028 – we still see the deficit only starting to decline from FY2029. We also keep our view that the 10-year Japanese government bond (JGB) yield will be at 2.3% at end-2026 and 2.5% at end-2027 and beyond.

Find Out More
Industry is performing worse than the broader economy globally

Post

US and Chinese strength won’t boost all other economies

Upward revisions to US and Chinese GDP growth in Q4 meant that the previously anticipated soft end to 2025 failed to materialise.

Find Out More