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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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May 01, 2024 PERE roundtable: European real estate debt LaSalle’s Dave White sat down with peers from other leading alternative credit providers across Europe to discuss the state of real estate debt across the continent
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May 01, 2024 Stable Japan appeals across multiple sectors Kunihiko Okumura, LaSalle’s Japan CEO and Co-Chief Investment Officer for Asia Pacific, speaks with PERE about why Japan continues to be an attractive market.
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Apr 03, 2024 ISA Briefing: Elections everywhere, all at once: Geopolitics and risk 2024 is an election year like no other. Roughly 60% of the world’s population lives in countries facing major elections this year. Combined, these markets represent approximately 65% of the institutional investable real estate universe.

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