All the recent political and economic upheaval has unnerved investors and encouraged them to disappear off on early, and extended, summer holidays.

Whilst holding steady for now, asset valuations are under scrutiny, not least as rising borrowing costs are eroding on net income.
As one of the key drivers of real estate activity, Private Equity firms will be particularly susceptible to less favourable debt markets. Yet, there is a record amount of PE ‘dry-powder’ seeking a home.
Unsurprisingly, Bull recommends that investors should hold their nerve and wait for decent buying opportunities. Bear is more faint-hearted.