UB Nordic Commercial Properties fund’s portfolio manager Mikko Hentinen and Frans discussed the performance of the real estate fund, general market outlook for the sector, and more.
Topics:
00:00 Introduction
00:29 Fund performance last year
01:04 Development of key return drivers
03:47 Industrial property acquisition in Norway
06:06 Transaction size and yield level
07:30 Market outlook for 2026
12:00 Impact of interest rate cuts on the Norwegian real estate market
14:55 Industrial and logistics properties as the star sectors of recent years
18:03 Outlook for Nordic office properties
22:08 Divergent development of commercial properties
25:53 Impact of the Middle East conflict on the real estate sector