KKR's Rosenberg Says London Property Prices May Fall 10%

The video discusses the state of real estate in Europe, highlighting the challenges of building in European cities due to urban constraints. It explores the impact of Brexit on the real estate market, particularly in London, where currency devaluation has influenced investment decisions. The discussion includes the potential repricing of assets and the risks associated with transitional assets in the UK market.

What factors contribute to the good state of real estate in Europe?

How do height restrictions in certain European cities affect real estate development?

What opportunities arise from the uncertainty surrounding Brexit for transitional assets?

How has the devaluation of the pound influenced global capital's interest in London real estate?

What is expected to happen to the pricing of transitional assets in the real estate market?