The year is certainly
starting with an element of uncertainty however local players remain bullish
and firmly of the view that rents will increase which is to be expected during periods
of high-interest rates.
Regarding sales, while the
volume of transactions will retract, the same may not be the case for rates per
square meter, and—as always—there will be segments of the real estate market
that will continue to see price hikes such as the prime luxury market. This was
evident in 2022, where both JLL and Sotheby’s noted record-breaking years, and
is echoed in the latest statistics from INE for the final trimester of 2022
with an average increase of 8% registered despite fears of a global retraction.
So, although global
pressures exist and cannot be ignored, for the time being, the Portuguese real
estate market is standing firm due to a privileged geographical position and
the fact that what Portugal has to offer is in high demand through good and bad
times. Safety, affordability, lifestyle, climate, and stability cannot be
undervalued and keep a global spotlight on Portugal.
The government is well
aware of the country’s unique positioning and reputation for being a premier
jurisdiction to work and play. Unsurprisingly, government initiatives to encourage
immigration such as the D7, Digital Nomad and Golden Visa will continue to draw
an international crowd to Portugal. The Golden Visa program is well documented
and is indeed often over-credited with being a fundamental driver of the real
estate market. However, the truth is that D7 and Digital Nomad Visas have a far
greater impact. This has been evident with fiscal incentives and a general low
or no inheritance, wealth, or donations tax rules, which has encouraged a very
significant number of baby boomers and other entrepreneurs to call Portugal their
home in recent years. Adding all this to the fact that the national housing
stock dropped 19%—mainly due to licensing delays—when compared to the same time
last year, while demand moved in the opposite direction. All these factors
contribute to the high likelihood that prices will continue to rise,
particularly in the prime residential sector.
While prime real estate is
likely to increase in value, middle-class housing however is naturally expected
to experience some stagnation as buyers in this market segment predominantly
require financing. However, developers will struggle to lower prices as
construction and finance costs have increased significantly, and hence they are
likely to hold their positions.
In the last year, some
residential units recorded rent prices up to 30% higher than their initial
asking price as the pool of potential tenants outweighed the available supply
of rental properties. This phenomenon is expected to continue well into 2023 as
approximately 93% of mortgages in the country are at variable rates. This is thus likely going
to force many households into the rental market as rates continue to rise.
2023 may also be the year that areas such as
Ericeira and Setúbal firmly
cement their market positions as they both offer proximity to Lisbon, but with more affordability and they combine city living with beach and countryside
access, which has
become increasingly important these days.
Essentially, these areas offer that
balance of everyday life that Portugal is increasingly well known for.
With the above in mind, we expect sellers to continue to hold the
upper hand in 2023 while landlords may experience their best year yet.
by Bernardo
Campelo, Real Estate Investment Manager at EQTY Capital