Morgan Stanley finds European property attractive due to strong fundamentals and low valuations

au.investing.com

Morgan Stanley views European property favorably due to strong fundamentals, low investor interest, and appealing stock prices. The firm analyzes operator stock performance across sectors like retail, logistics, and hotels to identify trends. Since 2022, logistics and hotel operators have generally outperformed their landlords. Risks include AI's impact on offices, Middle East tensions, and private credit concerns, though the overall outlook remains constructive.


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Morgan Stanley finds European property attractive due to strong fundamentals and low valuations | News Minimalist