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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.

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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.
Nov 19, 2024 ISA Outlook 2025 Almost three years after interest rates began to spike and the Great Tightening Cycle, the first light of a new dawn is visible.
Nov 19, 2024 Webinar: A new “golden era” for REITs and real estate? An on-demand replay of LaSalle’s recent client webinar offering insight to the current market conditions for listed real estate.

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