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

ISA 2020

January 13, 2019
The city as seen through the lens
  • In the 26th edition of the Investment Strategy Annual, we address the five themes that will shape the real estate investment environment for at least the next three years and likely longer. Some assets and strategies amplify these trends and will deliver “high beta”, others are much more insulated from all the noise and should be considered “low beta”.

    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, in a slowing-down economy. 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.

    Our macro outlook for 2020 indicates that the global economy will be slowing, which means that rent growth, leasing and other drivers of real estate income could downshift to a lower gear. Yet, slow growth means that interest rates could also stay low and contribute to elevated asset valuations.

Mar 01, 2024 Mark Gabbay discusses commercial real estate in 2024 Mark Gabbay sat down with The Schwab Networks’ Oliver Renick to discuss the state of commercial real estate around the world.
Feb 22, 2024 A historic opportunity: real estate debt in 2024 For debt providers, the relative risk adjusted return profile for new real estate credit today is very attractive.
Jan 30, 2024 US migration trends and (U)rbanization In the past decade, the urbanization narrative in the United States has shifted from the “rebirth of cities” to the “rise of the suburbs.” What are the drivers of this shift, and how does it impact real estate?

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