ATTA Real Estate ®

Built Environment European Summit 2024 Reflecting on our involvement in #BEES24, we are pleased to share our comments, which provides insights of the Summit: The common word along all key speakers was: Retrofitting Across sessions highlights: I.     Navigating Economic Shifts in the Built Environment: ·      RE is shifting with less commercial Investment ·      Retail sector is in declining since 21 and office are on a declining since 23 ·      Impact of climate changes on RE with the increase of insurance costs and physical risk II.     ESG risk management and sustainable finance in the EU banking sector Financing ·      European Bank Authority (EBA) published roadmap for sustainable finance with 8 pillars III.   Integrating Sustainability into Real Estate Investment Strategies ·      Low ESG supply will increase rents ·      Decarbonization certificate measuring corporate activity ·      Target definition for embodied carbon ·      The importance of material choice ·      What is sustainable today will be tomorrow? IV.   Building Green Portfolios ·      6 trillions investment by 2050 ·      Correlation between energy costs and mortgage default ·      EBP directive V.    From Blueprint to Greenprint ·      AI to control building life cycle ·      Building material passport VI.    Urban Decarbonization ·      Example of Plaza de Loreto in Milan as a green investment where the renovation of a public space can benefit both the life of the citizens as the real estate market (rent increase and F&B consumption). Control of the energetic performance, water management and air quality by the city hall conducting to a better environment and lower costs.   Looking forward to next year event in #Budapest #BEES25 https://atta.pt/ We advise You making the best real estate decisions #Bibao #BEES24 #RICS #ATTA #Portugal #valuation #realestate #advisory #imobiliário #transações

We are thrilled to share that we will be present at 6th International Summit NPL GLOBAL , 2-3 October 2024 in London! Great opportunity to get updates on NPL markets by delegates from all key sectors and locations. #SMITHNOVAK #LONDON #VALUATION #NPL #REO #PORTUGAL #InternationalSummit #NPLGLOBAL #ATTARE The summit will explore: - Global Market Update - Asset Recovery & Legal Financing - Best-practice Technology in the NPL market - NPL Securitizations - CRE Office Defaults - Global & European Market 2025: What's Next We will keep you updated.

🎾 1º Torneio de Padel Solidário ATTA Real Estate Este fim de semana organizámos o nosso 1º torneio de padel solidário, onde conseguimos angariar 1.075€ para ajudarmos a #AjudadeBerço 🙌 Reunimos colaboradores, clientes e amigos para promover não só o padel, mas também a importância de ajudar quem mais precisa. Obrigado a todos os participantes por tornarem este dia memorável! Um enorme agradecimento aos nossos patrocinadores por contribuírem com prémios incríveis, you rock! 🙏🏻 #CraveiralFarmhouse #HotiHoteis #SportTV #AtléticoClubedePortugal #WPadelCountryClub Este foi apenas o 1º de muitos eventos onde vamos juntar desporto, diversão e solidariedade! 🎉 #ATTARE #Valuation #Realestate #PadelSolidário #AjudaDeBerço #DesportoESolidariedade #CraveiralFarmhouse #HotiHoteis #SportTV #AtléticoClubedePortugal #WPadelCountryClub

We are thrilled to share that we will be present at Built Environment European Summit 2024 Conference, Bilbao 14-15 October Together, let's shape the future of Europe's built environment. #RICS #Bilbao #Valuation #ESG #BuiltEnvironmentEuropeanSummit2024 The summit will explore: -Current market and economic outlook -Green Governance -Sustainability & ESG strategies in real estate and investment -Managing risk in the transition to a net zero, climate-resilient built environment -ESG from a European perspective: understanding the impact of the legislative and regulatory framework -Impact of ESG in valuation -ESG in the construction industry -Climate resilient cities & infrastructure -Connecting the economic, business, technological, social and environmental drivers of change and their implications for real estate -Key trends in the adoption of technology and digitalisation -The essential role of the ethical professional in urban transformation We will keep you posted!

Portuguese Office Market This newsletter covers the Office market in Portugal from 2020 to Q2 2024. We focus our analysis on Lisboa and Porto by office areas. Lisboa • 127.600sqm take-up in H1, the largest deals were: i) 27,000sqm on WellBe building by CGD and 17,000 sqm on Álvaro Pais building by BP on Q1 and ii) 17,000 sqm in Oriente Green Campus (WIP) on Q2. Prime yields generally increased 25b.p. since end 2023, standing at 5.0% in Zone 1 (Prime CBD). Porto • 28.400sqm take-up in H1, approx. 2,500 sqm in Lionesa Business Hub on Q2. Prime yields generally increased 75b.p. since end 2023, standing at 6.75% in Zone 1 (CBD Boavista). Rates There has been a decrease in all Euribor rates since September 23, where its recent max were registered, 4,14% 6M Euribor and 4,20% 12M Euribor. September YoY variation on the most common residential mortgages index, 6M Euribor, registered a negative 79b.p. variation. The ECB rate is at 4.25% (25b.p. since August) and we foresee a 25-50 b.p. decrease in the following months. Check our website --> https://lnkd.in/dziDCV29 We advise You making the best real estate decisions #ATTA #Portugal #valuation #realestate #advisory #imobiliário #transações #office #escritórios #WellBe #CGD #BdP #OrienteGreenCampus #CBD #Euribor #rates

Last 12-month main real estate deals in Portugal August 2023 to July 2024 The real estate market is showing resilience, with more than €1.6 bn across 28 transactions with the available transaction value within the last 12 months. Additionally, we registered 10 more transactions without a public transaction value that isn't considered in this brief analysis. 🏆 Top Asset Buyer: Arrow Global €280M 🏆 Top Asset Seller: Mitiska REIM €280M 🏆 Top Deals: 1️⃣ €280M - Portfolio de 10 Retail Parks PT e Bélgica 2️⃣ €160M - Edifício WellBe Parque das Nações 3️⃣ €135M - 26,3% do Fundo CTT IMO YIELD By sector: 1️⃣ 32% - Hospitality 2️⃣ 20% - Retail 3️⃣ 18% - Office We highlight the growing of the PBSA – Purpose Build Student Accomodation sector with 2 deals: i) Nido Campo Pequeno (58M) and ii) Micampus Porto Tower e Micampus Porto Asprela (50M) We provide you a excel file with information of the major last 12 months real estate transactions in Portugal with access to: -Sales date, Identification, Location (Municipality), Type, Subtype, GIA(sqm), Price(€), Price (€/sqm), Buyer, Seller, Link localização (GPS) and Link News Download it on our website and be aware of the real estate market dynamics. www.atta.pt #ATTA #Portugal #valuation #realestate #advisory #imobiliário #transações We advise You making the best real estate decisions

Newsletter 13 - Portuguese NPL Market Reflecting on our involvement in #NPLIberia2024, we are pleased to share our latest newsletter, which provides insights into the current state of the NPL market in Portugal. - Total non-financial indebtedness has decreased by 0.5% to 808 billion €, with the public sector decreased 4b.p., 365 billion. Household debt (Housing + consumption) has increased at 152 billion € (+1.5%), and the private sector has decreased and is at 291 billion € (-1.7%). As GDP is expected to growth in terms of volume, 270 billion €, the percentage of debt relative to GDP will decrease to 107,5%. - We foresee a slight increase in NPL related to corporate, housing, and consumption. However, banks are well-prepared for any sudden increases in NPL. -Households: 78% are owners of their own house (+30b.p.) and 67% have own car and 34% have debt. 55% have ages between 35-54. -SMEs: 66,6% of the corporate debt it’s from SME´s (179 billion), slight decreased, being 56% of this debt from Micro companies. - All main Portuguese banks have an NPL ratio below the 5% target and the total credit at risk is 8.700M€ | Liquid: 3.900M€ (May 2024). - “Zêzere” Portfolio of Montepio closed by LX Partners with a BV of 120M. There are currently ongoing project Spring, valued at 265 M€. -     There has been a decrease in 6 and 12-month Euribor rates, to 3.46% (-68 bp since its recent max on September 23) and 3.19% (-101 bp as its recent max on September 23), respectively. The gap between the 3 and 12-month Euribor rates is already negative, at -0.40% vs. 0.25% as of September 23. #ATTA #Portugal #valuation #realestate #advisory #imobiliário #transações #NPLIberia2024 #npl We advise You making the best real estate decisions Check our website --> https://atta.pt

Newsletter 12 Portuguese Residential Market - August 2024 This newsletter covers the Residential market in Portugal with the focus on the main kpi´s of the sector Main findings: •     Nearly 140 thousand housing market transactions were recorded in 2023, -18.7% than 2022. Max €/sqm registered in AM Lisbon Q1 2024, 2,769€/sqm.   •      In 2023 nearly 95 thousand deals. Q1 of 2024, 7.46 €/sqm/month (-3.25% since previous quarter). Maximum €/sqm/month in 2024 at AM Lisbon, 12.12€/sqm/month (+9,5% since homologous period). •      l Q1 2024 average yield is at 5,48% (-11 b.p. than Q1 2023). •      The annual labour costs continue to growth steadily, in June 2024, a growth rate of 0,1%. •      Decrease of all Euribor’s rates, after the 25b.p. decrease on ECB rate to 4,25%. Check our website --> https://lnkd.in/dCXSw6Up We advise You making the best real estate decisions #ATTA #Portugal #valuation #realestate #advisory #imobiliário #transações

This newsletter covers the Residential market in Portugal Main findings: •In 2023, nearly 140 thousand housing market transactions were recorded, -18.7% than 2022. The 2022-2023 variation of the mortgage values for housing was +7.83%. Top average €/sqm value registered in AM Lisbon S2 2023, 2,274€/sqm. •Regarding lease agreements were recorded in 2023 nearly 190 thousand deals. Since the 2nd semester 2017, the Portuguese median rent value has a compound growth rate of 3,9%, registering in the 2st semester of 2023 7.21€/sqm/month (-0,83% since previous semester). The maximum €/sqm/month value was reached in 2023 in AM Lisbon, 11.05€/sqm/month (+0,18% since previous semester). •The residential Gross implicit yields have been slowly compressing since 2020. Portugal 2023 average yield is at 5,63% (-32 b.p. than 2022). •The annual labour costs continue to growth, with an average monthly variation of approximately +8%. Since March 2023, the annual variation of cost of materials start to decrease and at December 23 registered a negative growth rate of 2,2%. Continuous stabilization of all Euribor’s rates. The 6M Euribor is the rate most linked to residential mortgages being at 3,84% (+3 b.p. June 23) Check our website --> https://atta.pt/news/ We advise You making the best real estate decisions #ATTA #Portugal #valuation #realestate #advisory #imobiliário #transações

REAI Platform! Shaping Real Estate A criar impacto no setor imobiliário. Agradecer à #casadoimpacto da #SCML a participação neste programa #PUSH e podermos partilhar como queremos contribuir para impactar de uma forma positiva a sustentabilidade dos edifícios. A nossa Plataforma permite analisar ativos imobiliários ou portfólios numa perspectiva de mercado/investimento mas também medir os riscos climáticos e a Sustentabilidade Ambiental dos mesmos. #ATTA #Portugal #valuation #realestate #advisory #imobiliário #transações #sustainability #climaterisk #greenbuidlings   We advise You making the best real estate decisions