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The Research & Strategy Department produces analyses of the real estate markets, the economy and capital. Its mission consists of developing the highest performing tools and strategies in the interests of investors of Primonial REIM.

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Real Estate Convictions Europe : 3rd quarter 2020

16/11/2020 By Henry-Aurélien Natter

Just as the global economy was beginning to recover from its historic post-lockdown drop, uncertainty surged with the enacting of tougher measures to slow the spread of new Covid-19 infections in many countries. Focus on the European real estate markets on 3rd quarter 2020.

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Real Estate Convictions Europe : 3rd quarter 2020
  • Market review

Real Estate Convictions Europe : 3rd quarter 2020

16/11/2020 By Henry-Aurélien Natter

Just as the global economy was beginning to recover from its historic post-lockdown drop, uncertainty surged with the enacting of tougher measures to slow the spread of new Covid-19 infections in many countries. Focus on the European real estate markets on 3rd quarter 2020.

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Real Estate and lifecycle : the senior housing and nursing home market
  • Thematic study

Real Estate and lifecycle : the senior housing and nursing home market

28/10/2020 By Henry-Aurélien Natter

The ageing of the population will therefore result in more dependent elderly persons. The loss of autonomy requires assistance or long-term care, particularly for those persons older than 80. This will inevitably expand demand for senior housing and nursing home.

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Real Estate and lifecycle : the single and multi-family housing market
  • Thematic study

Real Estate and lifecycle : the single and multi-family housing market

20/10/2020 By Henry-Aurélien Natter

One such shift is the increasing number of households and their decreasing size. This trend is expected to continue as lifestyles evolve, with more separations, fewer large families, etc., and this will inevitably expand demand for housing.

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Real Estate and lifecycle : the student housing market
  • Thematic study

Real Estate and lifecycle : the student housing market

15/10/2020 By Henry-Aurélien Natter

The student housing market is expanding fast. From an annual average of €2.3bn from 2010 to 2014, investments tripled to €7.3bn from 2015 to 2019.

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Real Estate and lifecycle : Investment strategies for new residential markets
  • Thematic study

Real Estate and lifecycle : Investment strategies for new residential markets

09/10/2020 By Henry-Aurélien Natter

Life is a cycle and residential property must meet individuals’ expectations based on their needs at each moment of their lives. In a multi-generational society, housing must therefore adapt to the needs of several generations in student, single- and multifamily, and senior housing and nursing homes.

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Fall 2020 : Real estate keeps on track
  • Overview

Fall 2020 : Real estate keeps on track

17/09/2020 By Daniel While

How can savings be redeployed and what role can real estate play if crisis constraints need to be maintained for an extended period, even if less severe? On this new note, Daniel While, Head of Research & Strategy, explain the different prospects.

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Real estate convictions : France in the 1st semester 2020
  • Market review

Real estate convictions : France in the 1st semester 2020

30/07/2020 By Henry-Aurélien Natter

The “Great Lockdown” following the Covid-19 pandemic had an extremely negative impact on global activity during the first six months of 2020. With nearly €15.0 billion of investment in the first half of 2020, France is holding up well despite a strict lockdown.

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Les fonds immobiliers non-cotés face au deuxième tour de la crise : la résistance des valeurs
  • Overview

Les fonds immobiliers non-cotés face au deuxième tour de la crise : la résistance des valeurs

30/06/2020 By Daniel While

La question des valorisations immobilières se pose, au regard du nouvel environnement économique. C’est la situation des fonds immobiliers non cotés (SCPI, SCI, OPCI) que nous examinerons plus particulièrement, en positionnant les stratégies de Primonial REIM dans cette analyse.

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Marchés locatifs de bureaux en Europe et crises économiques : quelle sensibilité ?
  • Overview

Marchés locatifs de bureaux en Europe et crises économiques : quelle sensibilité ?

15/05/2020 By L'équipe Recherche

Il nous a paru intéressant, alors qu’une crise économique s’ajoute à la crise sanitaire mondiale, de revenir sur le lien entre croissance et loyer de bureau, dans les principaux marchés locatifs européens, au cours des 20 dernières années.

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#Weekly Covid-19 - French real estate market - a pre-opening inventory
  • Overview

#Weekly Covid-19 - French real estate market - a pre-opening inventory

08/05/2020 By Daniel While

week 4th au 8th may 2020. The main European countries have announced their reopening dates and procedures. What does the dashboard look like for real-estate investors ?

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Podcast : Covid-19 and the real estate markets
  • Market review

Podcast : Covid-19 and the real estate markets

29/04/2020 By Daniel While

Welcome to our Covid-19 weekly podcast. During this quarantine period, we will try to answer your questions, on each episode. And we will give you our vision of the events and the impact on real estate markets.

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#Weekly Covid-19 : The new normal in the office market
  • Overview

#Weekly Covid-19 : The new normal in the office market

24/04/2020 By Daniel While

Week 20th to 24th april 2020. The International Monetary Fund lowered its economic growth projections for 2020: -3% for the global economy, -7.5% for the eurozone, -7.2% for France. Office space has been the flagship product for institutional property investors in France for the past 20 years. What impact the crisis has on the office market?

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#Weekly Covid-19: French residential, from haven to safe haven?
  • Overview

#Weekly Covid-19: French residential, from haven to safe haven?

17/04/2020 By Daniel While

Week 13th to 17th april 2020. A consensus is emerging that the lockdown exit strategy (France plans to lift its lockdown on 11th May) will involve reinforced social distancing. The residential real estate segment’s indicators were extremely sound before the Covid-19 crisis. What are they now ?

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Real Estate Convictions Europe : End of 2019 and 1st quarter 2020
  • Overview

Real Estate Convictions Europe : End of 2019 and 1st quarter 2020

08/04/2020 By Henry-Aurélien Natter

While trade tensions seemed to ease between the United States and China, it is a virus, COVID-19, that has destabilised the entire global economy for 2020. Henry-Aurelien Natter draws up a balance sheet.

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#Weekly Covid-19 : Healthcare real estate facing the pandemic... and the world after
  • Overview

#Weekly Covid-19 : Healthcare real estate facing the pandemic... and the world after

03/04/2020 By Daniel While

Week march 30 to april 3 2020. After attempting to map out the impacts of Covid-19 by eurozone country, Daniel While is doing the same for healthcare real estate, at the forefront during this pandemic.

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#Weekly Covid-19 : Pandemic and real estate markets - impact in the eurozone
  • Overview

#Weekly Covid-19 : Pandemic and real estate markets - impact in the eurozone

27/03/2020 By Daniel While

Week 23 to 27 march 2020. After attempting to map out the impacts of Covid-19 by real estate category (see our report from 20 March 2020), we are now doing the same by eurozone country.

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#Weekly Covid-19 : Global pandemic and real estate markets
  • Overview

#Weekly Covid-19 : Global pandemic and real estate markets

20/03/2020 By Daniel While

Week 16 to 20 march 2020. This report provide a weekly update on our view of Covid-19 events and of their impact on the real estate markets.

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Covid-19, Global Pandemic : Is real estate a haven?
  • Overview

Covid-19, Global Pandemic : Is real estate a haven?

12/03/2020 By Daniel While

Since December 2019, the world has been grappling with a vast and unexpected event: the Covid-19 virus. The epidemic began in the city of Wuhan in China and has since spread, infecting people in over 120 countries. How will this affect the real estate markets?

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  • Thematic study

"Factor investing": a tool for evaluating the potential of the tertiary markets

11/02/2020 By Henry-Aurélien Natter

Office real estate is at the dawn of a new cycle. In Ile-de-France, biggest market of the Eurozone, the arrival of the Grand Paris Express will change everything. New tools are necessary for investors.

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Life insurance: The new real estate equation
  • Overview

Life insurance: The new real estate equation

10/02/2020 By Daniel While

In 2020, the life insurance equation will be profoundly changed in relation to previous years, in a direction favouring collective real estate. Daniel While, Research & Strategy Director, analyses the role of real estate in this new state of affairs.

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Real estate convictions France: 2019 assessment
  • Market review

Real estate convictions France: 2019 assessment

23/01/2020 By Henry-Aurélien Natter

France has succeeded in maintaining the flow of capital in commercial real estate (€39bn) on its territory, while the two principal markets of Germany (-6%) and the United Kingdom (-18%) have experienced declines in relation to 2018. Assessment of this year 2019.

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The ECB at the crossroads
  • Overview

The ECB at the crossroads

07/01/2020 By By the research team

At the end of 2019, Christine Lagarde replaced Mario Draghi at the head of the European Central Bank. The ex-chair of the IMF has taken the reins of an ECB divided over the strategy to follow for the next decade. What impact will this have on real estate? This is the subject of our latest economic climate report.

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Office real estate in Île-de-France: what investments in the Grand Paris?
  • Thematic study

Office real estate in Île-de-France: what investments in the Grand Paris?

19/12/2019 By Henry-Aurélien Natter

The Grand Paris offers new investment and value creation opportunities for the coming years. We decode this exceptional market in our infographic.

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Offices in Ile-de-France: new cycle, new strategies
  • Thematic study

Offices in Ile-de-France: new cycle, new strategies

30/10/2019 By Henry-Aurélien Natter

The office real estate sector is profoundly changing and must address the major issues with which it is directly faced. Discover our study on office real estate in Ile-de-France.

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Real estate convictions: Europe in the 3rd quarter of 2019
  • Market review

Real estate convictions: Europe in the 3rd quarter of 2019

25/10/2019 By Henry-Aurélien Natter

Although uncertainties and nervousness are increasing, real estate seems to be a reassuring pocket of stability. Henry-Aurélien Natter, Research Manager at Primonial REIM, reviews the different European markets in the 3rd quarter of 2019.

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L'immobilier dans un monde à taux zéro
  • Overview

L'immobilier dans un monde à taux zéro

11/09/2019 By Daniel While

Le scénario d’un régime de "taux bas permanents" a été moins analysé. Alors qu’il redevient plus crédible parmi les commentateurs, quelles en seraient les conséquences sur le marché immobilier et quelles stratégies d’investissement deviendraient pertinentes ?

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Real estate convictions: France in the first half of 2019
  • Market review

Real estate convictions: France in the first half of 2019

03/07/2019 By Henry-Aurélien Natter

2019: global growth at the mercy of uncertainties. Although we were expecting the economic momentum to be maintained, certain risks identified have become reality and the goalposts have moved. Henry-Aurélien Natter, Research Manager, analyses the real estate market in France.

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Brexit : What's next ?
  • Overview

Brexit : What's next ?

02/04/2019 By L'équipe Recherche

Three years after the referendum of June 2016, the Brexit process is taking a rather arduous route. With the interminable postponement of Brexit, 3 commercial scenarios have emerged. The Primonial REIM Research & Strategy team analyses this in a dedicated memo.

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Real estate convictions: Europe in the 2nd half of 2018
  • Market review

Real estate convictions: Europe in the 2nd half of 2018

29/03/2019 By Henry-Aurélien Natter

Between exhaustion and uncertainty. What’s the assessment of the real estate market in Europe? Henry-Aurélien Natter, Research Manager at Primonial REIM, analyses the European market in the 2nd half of 2018 for you.

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Podcast: The real estate market on 4th quarter 2018
  • Market review

Podcast: The real estate market on 4th quarter 2018

22/03/2019 By Research Team

Between exhaustion and uncertainty, what’s the assessment of the real estate market in Europe on 2018? The research team, Daniel While and Henry-Aurélien Natter, explains the situation on this podcast. Episodes are in french.

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Real estate between two cycles
  • Overview

Real estate between two cycles

26/02/2019 By Daniel While

At what point in the real estate cycle are we? A very difficult question since the cycle is dependent on a number of factors. Daniel While, Research and Strategy Director, analyses this in a dedicated report.

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Real estate convictions: France in the 2nd half of 2018
  • Market review

Real estate convictions: France in the 2nd half of 2018

01/02/2019 By Henry-Aurélien Natter

A rate rise delayed further? The global economic slowdown could have an impact on French real estate, and more specifically on the rental markets. Henry-Aurélien Natter, Research Manager, analyses the French real estate market.

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Euro City Ranking par Primonial REIM : L'immobilier résidentiel en France et en Europe
  • Thematic study

Euro City Ranking par Primonial REIM : L'immobilier résidentiel en France et en Europe

14/01/2019 By L'équipe recherche

L'immobilier résidentiel ne cesse d'attirer les investisseurs. Particuliers ou institutionnels, tous y trouvent des intérêts certains : un bon placement pour préparer sa retraite, la perspective d'une plus-value potentielle.

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European residential real estate: from “metropolisation” to the investment strategy
  • Thematic study

European residential real estate: from “metropolisation” to the investment strategy

07/01/2019 By Henry-Aurélien Natter

The phenomenon of “metropolisation” is moving the goalposts of the residential markets, with some territories becoming more attractive and others declining. Discover our study on investment in residential real estate.

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Infographie : Habiter le 4e âge au XXIe siècle en Europe
  • Thematic study

Infographie : Habiter le 4e âge au XXIe siècle en Europe

26/11/2018 By Henry-Aurélien Natter

Pour bien comprendre le marché de la santé, Primonial REIM a réalisé une étude intitulée « Habiter le 4e âge au 21e siècle » réalisée avec BVA Opinion. Résumé de cette étude en infographie.

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Living in old age in the 21st century in Europe: the key points of our study in video form
  • Thematic study

Living in old age in the 21st century in Europe: the key points of our study in video form

19/11/2018 By Henry-Aurélien Natter

Primonial REIM ordered a study entitled “Living in old age in the 21st century” undertaken by BVA Opinion in four major countries of the Eurozone (France, Germany, Spain, Italy) among over 4,000 people aged 60 and over. Discover the results in our video.

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Living in old age in the 21st century in Europe: what expectations and what real estate investments for tomorrow?
  • Thematic study

Living in old age in the 21st century in Europe: what expectations and what real estate investments for tomorrow?

12/11/2018 By Henry-Aurélien Natter

Faced with the increasing issue represented by the ageing population in Europe, the matters of ageing well, improved care of seniors, and an appropriate and relevant housing offering have never been so current.

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Real estate convictions: Europe in the 1st half of 2018
  • Market review

Real estate convictions: Europe in the 1st half of 2018

31/10/2018 By Henry-Aurélien Natter

After a prosperous period, investment real estate is facing a new equation: the end of a cycle of falling rates and the impact of structural evolutions (“metropolisation”, revolution of uses). What consequences should we draw from this, from the point of view of the manager and the beneficiary of the assets?

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Podcast: The real estate market in the 1st half of 2018
  • Market review

Podcast: The real estate market in the 1st half of 2018

10/10/2018 By L'équipe Recherche

Offices, shops, healthcare, education… The Primonial REIM Research teams have analysed the real estate market in the 1st half of 2018 for you.
Essential listening!!

Listen to the podcast
Real estate convictions: France in the 1st half of 2018
  • Market review

Real estate convictions: France in the 1st half of 2018

03/07/2018 By Henry-Aurélien Natter

In the 1st half of 2018, the prerequisites for a moderate rate rise continued to become established. For real estate, the economic environment remains positive. Henry-Aurélien Natter, Research Manager, analyses the French real estate market.

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Real estate convictions: France in the 2nd half of 2017
  • Market review

Real estate convictions: France in the 2nd half of 2017

08/01/2018 By Henry-Aurélien Natter

The French economy has seen its business climate improve since the election of Emmanuel Macron. Growth should settle at +1.8% in 2017 and 2018. Henry-Aurélien Natter, Research Manager, analyses the French real estate market.

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ETUDE - Equipe

The team

Daniel While Research & Strategy Director

Henry-Aurélien Natter Research Manager

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