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Assessing Private Infrastructure in a Multi-Asset-Class Portfolio
Aug 4, 2021Real Estate Investing , Risk Management
Learn MorePrivate infrastructure is a popular element of institutional capital allocations, and increased focus on renewable or carbon-neutral infrastructure may mean significant new investment opportunities. What role could it play in a multi-asset-class portfolio?
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COVID-19’s Uneven Impact on Office Vacancy
Jul 26, 2021Real Estate Investing , Global Investing
Learn MoreWhat was the precise impact of the COVID-19 crisis on office properties? While the overall vacancy rate at the end of 2020 was lower than the previous cycle’s peak, the percentage of fully leased office buildings reached an all-time low.
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Many investors have made bold commitments to transition their real estate portfolios to net-zero carbon emissions and are now developing and implementing plans to achieve this goal. But what could this transition look like in practice for property portfolios?
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Real Estate’s Climate-Transition Risk: The Path to Net-Zero
May 25, 2021Real Estate Investing , Risk Management , Global Investing
Learn MoreThe 2015 Paris Agreement seeks to keep the rise in global temperature to well below 2 degrees Celsius above pre-industrial levels, and many governments are aiming for 1.5°C through nationally determined contributions. What are the implications for real estate markets?
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COVID-19 disrupted real estate across countries and property segments. The biggest initial impacts were felt in retail, leisure and hotels. But more recently, the performance of listed offices has lagged.
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Open- vs. Closed-End Real Estate Funds: How the Choice Mattered
Mar 30, 2021 Bryan Reid , Luis O’Shea , Bert Teuben , Luis Oâshea Learn MoreThe aggregate performance of closed- and open-end real estate funds in the U.S. was strikingly similar in recent years, despite large differences in their strategy and roles in portfolios. But did some investors gain an edge through fund selection?
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How Inflation Could Affect Multi-Asset-Class Portfolios
Mar 3, 2021 Thomas Verbraken , Daniel SzaboReal Estate Investing , Fixed Income , Global Investing , Integrated Risk Management
Learn MoreMarket participants are hotly debating whether U.S. monetary and fiscal policy may cause inflation. We consider four scenarios — reflation, disinflation, an overheated economy and stagflation — and their potential impact on multi-asset-class portfolios.
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Currency-Risk Hedging in Real Estate Benchmarks
Feb 22, 2021 Bert Teuben , Lionel Ebener , Chirag GosarReal Estate Investing , Risk Management , Global Investing
Learn MoreGlobal real estate investors can expose themselves to currency risk. Using a hedged index, they may better align their benchmark and investment approach and ensure currency risk is accurately treated in allocation modeling and performance attribution.
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COVID-19 has caused a severe and rapid economic contraction and accelerated secular changes already hitting parts of the real estate markets. Investors face a fundamental question: How will real estate evolve as a sector and asset class? Here are our 2021 real estate trends to watch.
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With new COVID-19 lockdowns and swaths of white-collar workers working from home, many office tenants are contemplating whether the future of work includes office space. This could have significant impact on office demand and income from leases.
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