09 July 2024

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Bouwinvest has published the North American Living Outlook 2024-2026. In this first edition, we provide a comprehensive overview of the dynamics within the North American housing markets through 2026.

Key topics include:

  • Transparency and liquidity of the U.S. housing market: The United States has the most transparent and liquid housing market in the world. We expect the share of residential properties in institutional portfolios to grow significantly.
  • Demographic growth in Canada: Canada shows the strongest demographic growth among the G7 countries. There is a significant mismatch between supply and demand for rental housing. Historical returns have shown a stable trend. Investments in this country therefore contribute to portfolio diversification potential.
  • Growth of alternative residential segments: Bouwinvest believes in strong growth in alternative residential segments, such as single-family rentals (particularly in the so-called Sun Belt), student housing (especially in Canada), and senior housing.
  • Market recovery: We believe that the bottom has been reached in terms of value decline and that investor interest and transaction volumes will increase in the second half of 2024 and beyond.

The North American Living Outlook 2024-2026 offers valuable insights and analyses essential for anyone interested in the developments and investment opportunities within the North American housing markets. To read the full report, click here.

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