Cooling inflation promises stabilizing markets and interesting purchases
Prague, 3rd January 2024
In his text for Wealth Magazine - Premium, ARETE co-founder Lubor Svoboda discusses the current macroeconomic situation affecting investors around the world.
Due to the tense situation on the markets and in the world, more and more investors are turning their attention towards alternative investments. These are commonly up to 30% of an investment portfolio. Alternative investments include real estate and real estate funds.
"If investors have spare cash for passive investment, they may find it interesting to enter a real estate fund with a medium-term investment horizon. However, currently it will be necessary to differentiate between investment funds. In line with the above, I would prefer funds with a low level of leverage (LTV) and a strategy that focuses on portfolio growth, i.e. new acquisitions. Not on the rehabilitation of existing portfolios. In the European market, the industrial and retail park segments are currently the least structurally challenged," Lubor explains in the text.
Lubor Svoboda's full text for Wealth Magazine in Czech language can be found below.