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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.

Apr 02, 2025 Spotlight: Six reasons to consider real estate debt in 2025 Investors seeking reliable income streams and stability are increasingly turning to real estate debt investments.
Apr 01, 2025 Working backwards: Dealing with unprecedented policy uncertainty In this period of elevated policy uncertainty, real estate investors should focus on what they can and should do amidst all the noise.
Aerial view of a TownePlace Suites hotel near a major highway. The light blue building stands out against the surrounding rural landscape, with a busy road and open fields visible.
Mar 04, 2025 Why US real estate debt? Craig Oram and Alexandra Levy discuss the reasons why investors are increasing allocations to US real estate debt.

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