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瑞银-304页全球房地产展望2021:后covid时代生存还是繁荣

# 房地产 # 投行报告 # 后covid时代 大小:13.02M | 页数:304 | 上传日期:2020-12-10 | 语言:英文

瑞银-304页全球房地产展望2021:后covid时代生存还是繁荣.pdf

瑞银-304页全球房地产展望2021:后covid时代生存还是繁荣.pdf

试看10页

类型: 行研

撰写机构: 瑞银

出版日期: 2020-11-30

摘要:

Accelerated trends. Almost a year in for many, and the pandemic continues to exert its unprecedented influence across global real estate markets. It has accelerated a number of trends that were largely in motion already, widening the gap between real estate's winners and losers. Having been down ~20% for much of the second half of 2020 (itself a recovery from -41% at the March 2020 lows), recent vaccine news has seen a rally, with the global listed real estate sector standing now just 12% down year-to-date. Optimism has driven rotation. Following AstraZeneca's news, our Strategists now anticipate 35% global inoculation and close to effective herd immunity by year-end 2021, with pending vaccines additive. 

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