Balder - Is it time for real estate stocks?

Thank you very much for all the answers here!

I read a new real estate report from Handelsbanken in Sweden which was somewhat positive with the heading “Light at the end of the tunnel”.

“We see a glimmer of hope for both households and property owners. The construction industry is gradually strengthening, and the rapid rearmament of total defense is driving the construction of shelters, ports, and training facilities. However, the general housing shortage in the country has decreased, and population growth is slowing down, which limits the increase in residential construction,” says Christina Nyman, Chief Economist at Handelsbanken.”

For Balder specifically, this might not say much, but my focus was more on the real estate sector in general. Handelsbanken mentions that they expect housing prices to rise by about 6 percent in 2026.

This might not say much in the grand scheme of things, but I choose to see the positive in that the sector might have a slightly better period ahead.

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