2015-12-31-莱坊-Brexit_and_GCC_Investor_Sentiment_June_2016_3页_860kb

Summary of BREXIT AND GCC INVESTOR SENTIMENT Research

GCC investors are adopting a 'wait and see' approach to real estate decisions due to Brexit uncertainty, but the research identifies opportunities in this volatility. Key findings:

• Brexit Impact: Uncertainty could delay investments, but a 'leave' outcome extends uncertainty negatively, while 'remain' would ease it. A weaker pound boosts UK placements, especially in London's Central prime market.
• Market Dynamics: Transactions have grown despite Brexit talks, partly due to stamp duty changes rather than referendums. Upcoming weeks may see a slowdown before the vote, with prime London relying heavily on foreign funds.
• Economic Fundamentals: UK economy projected to outperform EU and G8 by 2020. Supply-demand is imbalanced, with higher growth expected in East London. London's status as a safe haven and diversified advantages (e.g., legal system, education) support investor flows.
• Recommendations: Opportunity exists now with favorable conditions; acting before resolution could capture short-term gains in resilient markets.