Explore our Insights
Jul 16, 2019
2019 ISA Mid-Year Update
Thus far in 2019, political headlines have dominated our investment committee discussions and research reports.
Jun 16, 2019
Trade Wars are Here to Stay – How can European Real Estate Investors Build Portfolio Resilience?
Until recently, free trade seemed to be a crucial ingredient to the dominant political and economic narrative.
Jun 16, 2019
Slowing international trade
Cross-border trade represented 6% of world GDP in 1946; it rose to 23% last year, and in 2019 this ratio is falling.
May 19, 2019
Investing in London
London has long been one of the world’s most invested-in real estate markets; it’s a place where people want to live and work.
May 16, 2019
Value-Add Investing in Canadian Real Estate
Private real estate in Canada has generated attractive absolute and relative returns over short, medium and long time horizons and it is expected to continue to do so over the long term.
May 16, 2019
Proptech and Predictive Data Analytics are Changing Real Estate Investment
Since 2017, global proptech companies raised $27 billion of capital, far more than raised in all previous years combined, fueled by exponential growth in digital data, low-cost sensors, and a growing interest by the venture capital industry.
May 16, 2019
Completion Strategies for Real Estate
In recent years, there has been a significant growth in the universe of niche property types as well as increased investor interest.
May 14, 2019
Urbanization Reimagined
In recent years, there has been a significant growth in the universe of niche property types as well as increased investor interest.
May 01, 2019
Walking the dog
The weather is now ideal for a May stroll, or even a random walk, as April showers fade from our macro view.
Apr 16, 2019
The Case for China Logistics
China’s economy is expected to grow at a slower pace going forward.
Apr 16, 2019
Taking Advantage of Uncertainty
After failing to ratify the proposed Withdrawl Agreement ahead of the original deadline, the UK may still leave the EU with no guidance as to its future relationship.
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Research and Strategy team
Brian Klinksiek
Global Head of Research and Strategy
Richard Kleinman
Americas Head of Research and Strategy
Daniel Mahoney
Europe Head of Research and Strategy
Elysia Tse
Asia Pacific Head of Research and Strategy
Chris Langstaff
Canada Head of Research and Strategy
Fred Tang, PhD
China Head of Research and Strategy
Eduardo Gorab
Head of Global Portfolio Research and Strategy
Petra Blazkova
Europe Head of Core and Core-plus Research and Strategy
Dominic Silman, PhD
Europe Head of Debt and Value-add Capital Research and Strategy
Julie Manning
Global Head of Climate and Carbon