Natixis - French Property Barometer: Keep cautious and selective

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Natixis

Roméo YOMBO-NGUITONGO ...

Thierry CHEREL

French Property Barometer: Keep cautious and selective

In their latest barometer report released yesterday , BPCE Solutions Immobilières and MSCI France reveals a change in tone, shifting from cautious optimism back in November 2024 to a wait-and-see approach marked by economic uncertainties. Investors must navigate a complex environment focused on prudence and selectivity while adapting to a constantly evolving market. The evolution of investment intentions is more favorable to Hotels and Retail while its more nuanced for Logistics and Healthcare. Reading across REITs valuation it seems that Gecina for Office, Mercialys for Retail and Argan for Logistics are cheaply valued .

25/06/2025 1 EN

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Natixis

Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.

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Analysts

Roméo YOMBO-NGUITONGO

Thierry CHEREL

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French Property Barometer: Keep cautious and selective

日本：高市早苗獲得壓倒性勝利，股市提振但日本債券市場影響負面（繁）

日本：高市早苗获得压倒性胜利，股市提振但日本债券市场影响负面（简）

Europe needs a broader trade-defence toolkit against a mounting China shock

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