EUROPE REAL ESTATE BUBBLE RISK

The risk of large housing bubbles has accelerated rapidly across Europe because the pandemic unleashed a global wave of spending on larger homes that in turn was accelerated by the provocative stimulus from central banks. In first and second sections, you can read about the global economic crisis and the real estate boom in Europe, and specifically we share insights about the case of Spain. In the third section, we share statistics and main characteristic about the current European Real Estate status. Fourth section shows the consequences for Latin America in case a European Real Estate bubble appears. Finally, in the fifth section, concluding notes are provided together with our investment thesis included for theoretical portfolio management ideas. About the author: Miguel Urdinaiz is an accomplished academic and likes to focus on the real economy of emerging markets. Other areas of interest are global debt markets and the supply chain. His preferred format for publishing are comprehensive yet actionable reports.

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