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Navigating Financial Volatility - Strategies of Swedish Real Estate Companies in Response to Interest Rate Fluctuations
Umeå University, Faculty of Social Sciences, Umeå School of Business and Economics (USBE), Business Administration.
Umeå University, Faculty of Social Sciences, Umeå School of Business and Economics (USBE), Business Administration.
2024 (English)Independent thesis Basic level (degree of Bachelor), 10 credits / 15 HE creditsStudent thesis
Abstract [en]

Corporate bonds are another way for companies to finance their operations other than

the traditional loans form a bank. Since the fiscal crisis in 2008, stricter banking

regulations have led to a surge in bond issuance. However, issues like unrated bonds,

low liquidity, and lack of pricing transparency remain, exacerbated by the COVID-19

pandemic and geopolitical tensions have been recognized in the latest years, in

combination with the interest rate hike that started in October 2021. The research

explores how Swedish real estate firms manage bond financing during periods with

volatile interest rates.

This study was made in a qualitative way with semi-structured interviews. We

interviewed people from the real estate and banking industries to get a better

understanding of how specific companies act and their reasoning behind it while also

getting a better view of the market as a whole. Behind our research lies theories such as

regulations, derivatives, capital structures and more. The interviewsÅL resulted in a strong

engagement by many of the respondents who happily contributed to the study and

shared our interest on the Swedish corporate bond market. The qualitative strategy gave

us an insight into the views and beliefs by actors on the markets. The respondents

include companies of varied sizes and firms with different property portfolios further

strengthening the various experiences on the market.

We found that there is a view that the margins on new bonds are high during these

periods which results in smaller companies lowering their bond financing ratio, and

sometimes reduce the time to maturity on their new bonds. It is also apparent that risk

management is key and that the companies focus on stabilizing interest payments via

derivatives and spreading the maturities of their bonds in order to being able to

refinance the bonds in a less stressful environment. From our study, we also find that

there are problems with liquidity and transparency that can affect the issuing process,

which implemented regulations has failed to solve. Today's regulations regarding green

frameworks make it possible for companies to perform greenwashing by issuing green

bonds. A broader study covering more companies could be done in the future to get

create a generalised view of the strategies used, while in the future also being able to

cover the aftermath of the interest rate hike, since the first decrease in Sweden came just

before the finalising of this thesis.

Place, publisher, year, edition, pages
2024.
National Category
Economics and Business
Identifiers
URN: urn:nbn:se:umu:diva-227405OAI: oai:DiVA.org:umu-227405DiVA, id: diva2:1878915
Supervisors
Available from: 2024-06-27 Created: 2024-06-27 Last updated: 2024-06-27Bibliographically approved

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CiteExportLink to record
Permanent link

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Citation style
  • apa
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More styles
Language
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  • en-US
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  • nn-NB
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Output format
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