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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.

    Download the report

    ISA 2021 Investment Strategy Annual
    Chapter 1: Macro Trends
    Chapter 2: Regional Outlook
    Chapter 3: The Case for Real Estate
    Accessing the Real Estate Investment Universe in 2021

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