Rebound of the residential real estate market
As we had anticipated, the Dutch economy saw favourable developments in 2024.
The Dutch economy
Inflation remained high, ECB deposit rate decreased in 2024
The Dutch residential market
Improved lending conditions and high demand boosted owner-occupied housing prices
Portfolio strategy
The ARC Fund is committed to making future-proof choices that produce attractive and stable long-term financial returns for our investors. To this end, we monitor market trends, developments, and forecasts, and recalibrate our strategy accordingly.
Portfolio policy
The ARC Fund invests in the Dutch residential sector with a strong focus on affordable/attainable, high-quality, and sustainable residential properties located in regions and municipalities with the best economic and demographic potential.
Portfolio developments in 2024
We delivered 772 homes to the standing portfolio, sold 56 individual homes and completed 14 block sales. Between 2023 and 2024, the ARC Fund standing portfolio increased from 11,155 to 11,171 homes.
Portfolio - composition
At the end of 2024, the ARC Fund standing portfolio consisted of 11,171 homes with a book value of €4.1 billion. The average book value per home increased by 4.5%.
Investment portfolio
The total theoretical rent stood at €176 million at year-end 2024, an increase of €8 million compared with year-end 2023.
Economic value
The total number of residential units stood at 11,171 at year-end 2024, an increase of 16 units compared with year-end 2023. In 2024, we added 772 new-build homes and we sold 756 units.
Largest properties/districts
*The Vacancy determiniation includes the vacancy of residential properties.