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We saw a first technical rebound in the second half of 2023, linked to an easing of interest rate expectations. But the gap remains wide for public real estate companies, still trading at historical discounts relative to their asset values.
Our outlook for the asset class remains favourable and we see the potential for a rally. Discover the views of Frédéric Tempel, Head of Listed Real Estate, AXA IM Alts.
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