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Macro and capital markets, Portfolio construction, Real estate performance, Sector outlooks

Investment Strategy Annual 2021

May 11, 2020
Townhouses on the town square
  • In the 27th edition of the Investment Strategy Annual, we address the themes that will shape the real estate investment environment for at least the next three years and likely longer.

    The pandemic has simultaneously accelerated and interrupted these trends. Some assets and strategies amplify the effects of COVID-19, while others are much more insulated. In the coming year, investors should prepare for the COVID endgame.

    Mastering the simultaneous need for fast/intuitive and slow/careful thinking becomes an important skill to develop in the speeding-up world of real estate. We review techniques to help investors determine portfolio objectives. We present our outlook for the property types and countries that are the most attractive. We share our best investment ideas.

Aerial view of Barcelona showing the dense urban landscape with Sagrada Familia visible, Mediterranean coastline in the background, and the city's distinctive grid pattern of streets under clear blue skies.
Jun 24, 2025 The European market view: Does uncertainty reign? Today’s European market view is of a picture scarcely imaginable a few years ago.
Jun 17, 2025 ISA Briefing: The emergence of land-driven logistics real estate  Examining an often overlooked, high-demand sector with limited supply growth.
May 15, 2025 ISA Briefing: The trade war, relatively speaking: Tariffs and real estate fair value The future “steady state” of trade policy remains unknowable because it rests on a host of complex factors.

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