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The global economy in general – and real estate markets in particular – are currently in the throes of an acute episode with pressure coming from every direction.
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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In Conversation
Brian Klinksiek, Global Head of Research and Strategy talks with his predecessor, Jacques Gordon, about where we are – and where we have been – in real estate.
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.
