Swedish Real Estate 2026 - 10 Year anniversary edition
Rebounds amid rate cuts – recovery on the horizon?
Sweden's property sector is stabilizing, though the recovery remains uneven. Offices stay under pressure from weak leasing, rising vacancies and modestly negative rental growth, while residential and logistics are stabilizing and social infrastructure remains the most resilient segment.
Credit quality is characterized by improving leverage ratios, although interest coverage ratios remain under pressure as interest rates stay above historical levels. Valuations are recovering but remain strained for office-exposed portfolios, reflecting structurally weaker office demand.
The macroeconomic backdrop remains fragile, but lower inflation is paving the way for gradual rate cuts. Funding conditions are improving as credit spreads continue to tighten.
Key risks persist: political and geopolitical uncertainty could reignite inflation, push rates higher and weigh on the sector's credit quality, delaying the expected recovery in interest coverage ratios.
Will the office downturn persist, or is a sustained recovery taking hold? Join us as we assess Sweden's real estate outlook from issuer, investor and rating agency perspectives.
Venue
Grand Hôtel
103 27 Stockholm
EMEA
Sweden
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