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Property Investment for wealthy individuals 2003

Datamonitor
January 5, 2004
35 Pages - SKU: DFMN957735

Abstract Table of Contents Search inside this report Related Reports

Countries covered: Europe

Property Investment for wealthy individuals 2003

Introduction

A slow recovery in equity markets combined with skepticism on the overvaluation of bonds has prompted an increasing amount of attention on alternative investment vehicles in 2003. This brief aims to explore pertinent issues related to the pan European property investment market from the perspective of private clients and wealth managers.

Scope

Quantified data from interviews with ninety six wealth managers

Coverage: France, Germany, Italy, Spain and UK

Report Highlights

Direct investment in real estate assets is found to be the most popular means of exposure offered by wealth managers across Europe, most noticeable in France and Germany.

75% of UK wealth managers have clients with less than five percent of assets invested in property vehicles, while only 17% of their clients have invested between 10 and 20% of their assets in this asset class.

Over a fifth of Italian wealth managers consider set up costs as formidable and a lack of in- house expertise as a further hurdle to offer property as an investment class.

Reasons to Purchase

The current pan European property market and the relevant issues from the perspective of wealthy individuals

Offer an informed opinion on a wealthy client’ asset exposure to property

Learn what the most innovative competitors are offering in the market

TABLE OF CONTENTS
INTRODUCTION 7
OVERVIEW OF THE PROPERTY MARKET 9
Means of exposure to property investments 9
Competitive Innovations 11
Property is an attractive investment class 12
Current property market scenario 13
PROPERTY INVESTMENTS FOR WEALTHY INDIVIDUALS 18
Access to property investment vehicles 18
Means of exposure 19
Client ownership 20
Wealth Managers’ Roles 25
ANALYSIS AND OUTLOOK 26
Appendix 28
Data 28
Further Reading 32
Datamonitor Reports 32
Datamonitor Global Wealth Service: Insight Reports 32
Datamonitor Global Wealth Service: Competitor Tracking 33
Do you need further information? 34
Datamonitor financial services consulting 34
SPP writing team 35

LIST OF TABLES
Table 1: Proportion of pan European wealth managers offering exposure to alternative investment vehicles 28
Table 2: Proportion of pan European wealth managers offering exposure to property investments, classified geographically 28
Table 3: Exposure to property investments by pan European wealth managers, classified by type and proportion of wealth managers providing service 29
Table 4: Proportion of clients investing in property, classified geographically 29
Table 5: Reasons for clients’ asset allocation in property, classified geographically by proportion of wealth managers responding 29
Table 6: Pan European wealth managers’ expectations for changes in private client’s exposure to property over the following two years 30
Table 7: Pan European wealth managers’ expectations on barriers to the wider proliferation of property investments, classified geographically 30
Table 8: Development of wealth manager’s role in relation to clients’ property assets 31

LIST OF FIGURES
Figure 1: Returns from property better than those from bonds across Europe, 2003 13
Figure 2: Office vacancy rates on the rise, 2003 14
Figure 3: Prime office rents on the fall throughout Europe, 2003 15
Figure 4: Prime retail rents on the rise, 2003 16
Figure 5: Italians wealth managers lag behind in offering property to clients, 2003 18
Figure 6: French wealth managers offer exposure to real estate entirely by direct investment and via third party funds, 2003 20
Figure 7: A larger proportion of German clients invest in property vehicles compared to the English, 2003 21
Figure 8: Increasing diversification within portfolio is the number one client motivation to invest in property, 2003 22
Figure 9: No drastic drops expected in clients’ asset allocations to property over the next 1- 2 years, 2003 24
Figure 10:Pan European wealth managers offer different views on development and decline of service offerings , 2003 25

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