A Portuguese real estate intelligence note from the Terrae desk. Four times a year. By email. Read in 12 minutes. Free.
Portuguese GDP, inflation, ECB stance and direct rate-cycle impact on mortgage pricing, residential demand, and yield compression.
Median €/m² in our coverage zones: Lisbon core, Cascais coast, Setúbal arc, Algarve & Comporta, Porto & the north. Year-on-year and quarter-on-quarter.
Volume, average ticket, foreign vs domestic mix, prime vs secondary differential. Where capital is moving, where it isn't.
What changed this quarter. NHR / IFICI 2.0, IRS Jovem, Mais Habitação, urban planning shifts, IMT thresholds. In plain English, with practical effect.
What we're seeing on the ground that the data doesn't show yet. Briefs we're winning. Briefs we're losing. Why.
One off-market or coming-to-market opportunity worth knowing about. Always property-specific. Sometimes Terrae's, sometimes a competitor's.
The European rate-cut cycle changed the mortgage maths, but the structural undersupply did not change. Where prices held, where they ran, where opportunity opened up.
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