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Macro and capital markets

Investment Strategy Annual 2022

December 13, 2021
ISA 2022 Brochure
  • 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.

    Download the report

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Nov 19, 2024 ISA Outlook 2025 Shifting interest rates, dynamic occupier fundamentals, deepening bifurcation within sectors: how should real estate investors respond?
implications from the election
Nov 11, 2024 ISA Briefing: The “Red Sweep” and real estate: has the outlook changed? ISA Briefing, “The Red Sweep and real estate”, which provides our quick thoughts on what the election result means for real estate and investment strategy.
Oct 30, 2024 ISA Focus: Rebalancing past and present Understanding what past occupier market dislocation can tell us about today’s outlook for global real estate markets, in particular the office sector

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