European%20Investment%20Commentary%20Summer-Autumn%202012

Page 1

Research

Summer/Autumn 2012

European INVESTMENT Commentary

Highlights • The European economic downturn has deepened, with the sovereign debt crisis weighing on confidence and fiscal austerity measures dragging on growth, particularly in heavily indebted countries such as Italy and Spain. Eurozone GDP is forecast to contract by around 0.4% in 2012 and prospects for growth in 2013 have weakened. • Occupier market activity has eased moderately, with European office take-up falling by 4% in H1 2012 compared with the same period of 2011. Prime rental growth has stalled in most European markets, and rents have come under downward pressure in some weak southern European markets. • European commercial property investment volumes fell by around 20% in H1 2012 on a year-on-year basis. Equity-backed investors with a focus on low-risk prime assets have remained active, particularly in London and Paris.


SummER/Autumn 2012

European INVESTMENT Commentary

The economy GDP growth Eurozone GDP fell by 0.2% in Q2 2012, which was the second contraction in three quarters and confirmation that the European economy has entered a period of renewed weakness as fiscal austerity and fragile consumer and business confidence drag on growth. Purchasing Managers’ Index (PMI) data indicates that there is a strong likelihood that a further contraction will be recorded in Q3, which would put the Eurozone back into recession. Growth has moderated even in Germany, which has supported the Eurozone’s overall performance in recent quarters, but grew by just 0.3% in Q2. Among the other large economies, France’s GDP has been flat for three consecutive quarters, while Spain and Italy are stuck firmly in recession, contracting by 0.4% and 0.8%, respectively, in Q2. Growth forecasts for Europe have undergone widespread downward revisions, with current Economist Intelligence Unit (EIU) projections suggesting that the Eurozone will contract by 0.4% in 2012 and that weak growth of around 0.4% will be recorded in 2013, with many countries remaining in recession.

of the Eurozone. In September, Germany’s Federal Constitutional Court cleared the way for the creation of the Eurozone’s permanent rescue fund, the European Stability Mechanism (ESM), while the European Commission laid out proposals for a banking union giving the European Central Bank (ECB) supervisory powers over Eurozone banks. In its boldest attempt yet to resolve the crisis, the ECB announced that it would make unlimited purchases of government bonds from troubled countries. Italian and Spanish government bond yields fell sharply after the announcement of these measures and there is increased optimism that Europe may be taking the right steps towards creating a more sustainable monetary union. However, significant challenges remain ahead, with pressure growing on Spain to request a full bailout and trigger an ECB bond-buying programme, while Greece’s finances remain under close scrutiny.

Inflation

constrained by weak domestic demand, and EIU forecasts suggest that Eurozone inflation will ease to 1.7% in 2013.

Interest rates The ECB reduced its refinancing rate by 25 basis points in July, taking it to 0.75%. It is generally expected that at least one further cut will be made by the year-end in an attempt to stimulate the flagging economy, although the ECB has little room for manoeuvre with rates already at record lows. Elsewhere, the Bank of England base rate has remained at 0.50% since March 2009, while the Swedish Riksbank’s repo rate was cut to 1.25% in September as a result of concerns over low inflation.

Labour market Eurozone unemployment has moved upwards since mid-2011, reaching 11.3% in July 2012, from 10.1% a year earlier. Spanish unemployment has risen to 25.1% and is expected to increase further in 2013. Germany has continued to go against the general trend, with unemployment falling to 5.5%.

The sovereign debt crisis has entered a potentially crucial phase as policymakers make concerted efforts to protect the future

Eurozone inflation stood at 2.6% in August, down from the peak of 3.0% recorded in late 2011, but still well above the ECB’s target of below, but close to, 2.0%. Rising energy prices have been the main component keeping headline inflation above 2.0%, but core inflation, which excludes volatile energy and food prices, has remained relatively low, standing at 1.5% in August. Going forward, inflationary pressures are likely to be

Figure 1

Figure 2

Figure 3

Key interest rates

Eurozone inflation (HICP)

Unemployment

%

% change p.a.

%

6

5

25

5

4

4

3

3

2

2

1

1

0

Sovereign debt

0

2008

2009

2010

2011

European Bank of Swiss Central England National Bank Bank Source: National Banks

2

2012

-1

The number of young people out of work has become a growing concern, with youth unemployment rates at over 50% in Spain and Greece, and above 30% in Italy, Portugal, Ireland and Slovakia.

20 15 10 5

2008

2009

2010

2011

2012

0

2008

Germany

Swedish Riksbank Source: Eurostat

2009 Spain

Source: Eurostat

2010

2011

France

UK

2012 Eurozone


www.knightfrank.com

The growth outlook remains particularly weak in the stressed economies of Southern Europe.

Finland

Norway Sweden

Estonia

Lithuania

Denmark

Belarus Ireland United Kingdom

Netherlands

Poland Germany

Belgium Luxembourg

France

Ukraine Czech Republic

Austria Switzerland

Slovenia

Slovakia

Italy

Portugal

Romania

Croatia

Montenegro

Serbia Bulgaria Kosovo

Albania

Spain

2.0% or higher

Moldova

Hungary

Bosnia

GDP growth forecasts, 2012

Russia

Latvia

Macedonia Turkey Greece

1.0% to 1.9% 0.0% to 0.9%

Cyprus

-1.0% to -0.1% Malta

-1.1% or lower Table 1

European overview EU member status

Country Eurozone

Currency

Interest rate, GDP growth GDP growth Unemployment Inflation September 2012 (%) rate 2012 (%)1 rate 2013 (%)1 (%)2 (%)2

Euro

0.75 ▾

European Union Belgium

Full

Euro

0.75 ▾

-0.4

0.4

11.3 ▴

2.6 ▴

332,839,018

-0.4

0.4

10.4 ▴

2.7 ▴

503,491,975

-0.3

0.5

7.2 ▴

2.6 ▴

11,041,266

France

Full

Euro

0.75 ▾

0.1

0.4

10.3 ▴

2.4 ▴

65,397,912

Germany

Full

Euro

0.75 ▾

0.7

0.6

5.5 ▸

2.2 ▴

81,843,743

Ireland

Full

Euro

0.75 ▾

-0.5

0.5

14.9 ▴

2.6 ▴

4,495,351

Italy

Full

Euro

0.75 ▾

-2.3

-0.3

10.7 ▴

3.3 ▾

60,850,782

Netherlands

Full

Euro

0.75 ▾

-0.7

0.3

5.3 ▴

2.5 ▸

16,730,348

Spain

Full

Euro

0.75 ▾

-2.1

-1.2

25.1 ▴

2.7 ▴

46,196,277

Czech Republic

Full

Czech koruna

0.50 ▾

-1.0

0.6

6.6 ▾

3.4 ▸

10,504,203

Poland

Full

Złoty

4.75 ▴

2.4

2.1

10.0 ▸

3.8 ▾

38,208,618

Sweden

Full

Swedish krona

1.25 ▾

1.6

1.7

7.5 ▾

0.9 ▸

9,482,855

United Kingdom

Full

Pound sterling

0.50 ▸

-0.5

0.5

8.0 ▾

2.6 ▴

62,989,550

Turkey

Candidate

Turkish lira

5.75 ▸

3.2

4.1

8.0 ▾

8.9 ▸

74,724,269

Russia

Non-member

Ruble

8.25 ▴

3.8

3.9

5.4 ▾

5.6 ▴

143,100,000

Switzerland

Non-member

Swiss franc

0.0-0.25 ▸

1.3

1.1

3.6 ▾

-0.5 ▴

7,952,555

Non-member

Hryvnia

7.50 ▸

2.5

3.0

9.1 ▾

0.0 ▴

45,561,989

Ukraine 1

Forecasts

2

Latest available data as at mid September 2012.

Arrows provide a broad indication of recent short-term trends.

Source: Eurostat/Economist Intelligence Unit/National Banks/National Statistics Services/Knight Frank

3

Population


Figure 4

European office vacancy rates % Amsterdam Brussels Dublin Frankfurt Lisbon London Madrid Milan Moscow Munich Paris Prague Warsaw 0

5

10

15

20

25

Q2 2011 Q2 2012

Occupier markets

and may continue to come under moderate downward pressure in these markets.

Occupier activity eased in most European office markets in H1 2012, with Knight Frank’s European office take-up index down by 4% compared with the same period of 2011. Takeup fell in most of the larger office markets, including Paris (down by -16% on H1 2011), central London (-2%) and Frankfurt (-11%). In contrast, leasing activity improved in the major Benelux markets of Brussels and Amsterdam, albeit both cities were rebounding from very weak performances in 2011.

Development activity remains subdued in most European cities, with some exceptions including CEE markets such as Warsaw, where a significant upturn in development activity contributed to rising vacancy rates in H1. With ample amounts of prime space

On a year-on-year basis, take-up was down in many of the major Central and Eastern European (CEE) markets, including Warsaw (-7%) and Prague (-8%), but was nonetheless well above long-term average levels. However, take-up remained at historically low levels in Madrid and Lisbon, with tenants in these markets largely unable or unwilling to make significant decisions about their occupational needs in light of the wider economic uncertainty.

In the retail property sector, the divergence between the performance of prime and secondary markets has continued, partly as a result of retailers streamlining their portfolios by closing unprofitable stores and concentrating their attention on the strongest locations. There remains intense competition among luxury retailers for the limited available space on the very best streets of cities such as London, Paris and Milan, keeping rents in these locations at high levels.

Prime office rents were stable in the majority of European markets during H1. A modest 3% increase in prime rents was recorded in the West End of London but rental growth has paused in markets such as Paris, Frankfurt and Moscow. Rents fell slightly in some southern European cities including Madrid and Milan,

Leasing activity was subdued in many European logistics and industrial markets in H1, but prime logistics rents remained flat in nearly all major locations, supported by limited new supply levels. There remains a complete lack of speculative development in many European markets.

Figure 5

Figure 6

European weighted average prime rental index

European office take-up index

available in Warsaw and Prague, landlords have increasingly needed to offer substantial incentives in order to attract tenants, and the owners of secondary office buildings have found it particularly difficult to lease space.

Index, H1 2004=100

Index, Q1 2004 = 100 140

180

130

160 140

120

120

110

100

100

80

90

60

80

40

High Street Retail

Office

2012

2011

2010

2009

2008

2007

0

2006

60

2005

20 2004

70

H1 H2 2005

H1 H2 2006

H1 H2 2007

H1 H2 2008

Logistics

Based on averages of prime rents in major European markets, weighted by size and market maturity. Source: Knight Frank

4

H1 H2 2004

Based on aggregate take-up in major European office markets. Source: Knight Frank

H1 H2 2009

H1 H2 2010

H1 H2 2011

H1 2012


SummER/Autumn 2012

European INVESTMENT Commentary

Investment markets European investment activity slowed in H1 2012, with commercial property transaction volumes reaching €46.8 billion, around 20% down on the same period of 2011. Declines in investment were fairly widespread, but the Figure 7

Destination of capital, H1 2012 %

countries most affected by recent uncertainties in the Eurozone were among those to see the greatest falls, with investment decreasing sharply in Spain (-79% down on H1 2011), Italy (-63%) and Portugal (-63%). Investment volumes also fell in H1 2012 in Europe’s three largest markets, the UK (-13%), Germany (-40%) and France (-13%). Among the few countries to see improved activity were Other Western Europe Norway (+75%) and Sweden (+32%), with both Other Central/Easternfrom Europe the relatively favourable benefitting economic climate in the Nordic region and Turkey investors’ perceptions of these nations as Finland safe havens outside of the Eurozone. Despite a relatively healthy economic outlook, investment fell in the CEE region, with volumes decreasing moderately in Poland (-21%) and Poland more substantially in the Czech Republic Netherlands (-77%). International investors have continued to take a strong interest in CEE markets, Norway but a lack of available prime product has Russia restricted activity. Belgium Italy

UK

Italy

Germany

Belgium

France

Finland

Sweden

Turkey

Russia

Other Central/ Eastern Europe

Norway

Sweden

Other Western Europe

Netherlands Poland

Source: Knight Frank/Real Capital Analytics

European investment activity has been France increasingly driven by equity-backed overseas investors focussed on low-risk assets in core Germany cities, often purchased for wealth preservation UK purposes. London and Paris have been the key targets for these investors and, as a result, H1 investment volumes held up better in these cities than they did at a national level in the UK and France.

Figure 8

Figure 9

European weighted average prime yields

European commercial investment volumes

%

€ billion

Sovereign wealth funds, pension funds and high-net-worth individuals were highly active in London in H1, with major deals concluded by diverse international investors including Malaysia’s Permodalan Nasional Berhad, the Canada Pension Plan Investment Board and Brazilian businessman Moise Safra. Paris has been a key target for the Qatar Investment Authority, which spent more than €1 billion on office and retail property in the French capital in H1. There have been some signs in recent months that a small number of investors have become more willing to look for opportunities outside of core markets, particularly where pricing is attractive; for example, increased international interest has been noted in Dublin. However, the current focus on prime property in core markets can be expected to continue for as long as uncertainty over the outlook for the Eurozone causes the majority of investors to adopt “safety first” investment strategies. Prime office yields remained flat in most markets during H1, albeit yields drifted outwards in some southern European cities, including Madrid and Milan. Prime yields are expected to remain broadly unchanged across most of Europe in the short-term, but yields for non-core assets may soften.

9 40

8

35

7

30 25

6

20 15

5

10

4

5

Office

Logistics High Street Retail

Based on averages of prime rents in major European markets, weighted by market size and maturity Source: Knight Frank

5

0

2012

2011

2010

2009

2008

2007

2006

2005

2004

3

Q1

Q2 Q3 2008

Q4

Q1

Office

Q2 Q3 2009

Q4 Retail

Source: Knight Frank/Real Capital Analytics

Q1

Q2 Q3 2010

Q4

Industrial

Q1

Q2 Q3 2011 Hotel

Q4

Q1 Q2 2012


RESEARCH

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European Research Matthew Colbourne Senior Analyst, International Research +44 (0) 20 7861 1238 matthew.colbourne@knightfrank.com

European Investments Andrew Sim Head of European Investments +44 (0) 20 7861 1193 andrew.sim@knightfrank.com

Darren Yates Partner, Commercial Research +44 (0) 20 7861 1246 darren.yates@knightfrank.com

European Valuations Nick Powlesland Head of European Valuations +44 (0) 20 7861 1283 nick.powlesland@knightfrank.com

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