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The macro themes in the 2022 edition of LaSalle’s Investment Strategy Annual provide a road map for navigating real estate markets around the world in the years ahead. We focus on several major trends, which when taken together, lead to our recommendations.
Eventually, we expect post-COVID-19 pressures such as inflation, supply chain issues and large fiscal stimulus to settle and a new normal to emerge. It’s just a question of “when?”
In this year’s edition, we seek to look through the current acute period of volatility and uncertainty, to discuss our view of likely outcomes and scenarios to consider, key themes for investing and real estate strategy recommendations that we expect to be resilient across the range of conceivable macro environments.
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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.
