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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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Was Infrastructure Solid During COVID-19?
Oct 27, 2020 Will Robson , Niel HarmseReal Estate Investing , Risk Management
Learn MoreInfrastructure investments have not been spared the effects of the pandemic. A closer look across investment types, subsectors and risk levels over time may provide useful perspective as private-capital firms and their investors manage through.
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Property investors turned to global gateway cities to diversify portfolios and generate capital growth in the years since the 2008 global financial crisis. We assess whether COVID-19 could jeopardize the relative dominance of these power cities.
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Missed Rents’ Impact on Real Estate
Sep 11, 2020 Bryan Reid , Niel HarmseReal Estate Investing , Fixed Income
Learn MoreSome commercial tenants have stopped paying rent amid COVID-19. Without rental income, property funds are not able to pay distributions to shareholders and borrowers cannot service their debt. We analyzed property-fund data to assess the impact on investors.
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Measuring Climate Risk in Real Estate Portfolios
Jul 8, 2020 Bryan ReidESG Research , Real Estate Investing
Learn MoreBy evaluating real estate portfolios in terms of different physical risks as well as under different transition-risk scenarios, investors may be able to build a more complete picture of their exposure.
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COVID-19 and Real Estate: The Devil Is in the Dispersion
Jun 23, 2020 Fritz Louw , Niel HarmseReal Estate Investing , Risk Management
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Real Estate Asset Selection Mattered — Especially in a Crisis
May 14, 2020 Bryan Reid Learn MoreAs real estate strategies become more complex and market disruption continues, attribution analysis may prove a valuable tool. We looked at asset selection’s role in driving portfolios’ relative returns during relatively calm and disruptive periods.
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How COVID-19 could impact private real estate values
Apr 20, 2020 Bryan Reid , Yang Liu Learn MoreReal estate has not historically been immune to growth shocks, but the impact of COVID-19 has been harder to establish than it has for public equities. Discounted-cash-flow scenarios may help investors understand the potential sensitivity of their portfolios.
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What out-of-cycle write-downs may mean for real estate yields
Apr 3, 2020 Bryan Reid Learn MoreAs real estate investors seek to understand how the COVID-19 crisis could affect their portfolios, several large Australian pension funds recently wrote down their property portfolios by up to 10%. What could a 10% write-down imply for yields?
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