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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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Real estate is about more than location during uncertain times
Mar 18, 2020 Niel Harmse Learn MoreWith real estate now occupying a greater slice of multi-asset-class portfolios, factors such as lease length, may be more systematic drivers of return than previously thought.
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In real estate investing, capital growth has historically been responsible for most of the observed volatility in total returns. Could breaking capital growth into its components help tell a more detailed story of property portfolios’ performance?
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From managing climate risk to advances in analytics, 2020 may be a watershed year for real estate. Read our top five emerging trends likely to be front of mind for global real estate investors in 2020 and beyond
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Digging deeper into pan-European property funds’ performance
Nov 26, 2019 Will Robson Learn MoreProperty investors who invest across a broad region, like Europe, can use a peer-group benchmark to gauge relative performance. But to determine the specific drivers of returns, detailed asset-level performance attribution can help shed light.
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The opacity of real estate markets and the wide spectrum of potential outcomes makes it hard to understand performance. Running a historical “what if” analysis may help institutional investors understand how different choices could have impacted outcomes.
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What’s the downside in real estate?
Oct 4, 2019 Bryan ReidReal Estate Investing , Global Investing
Learn MoreReal estate has always been marked by periods of expansion and sometimes painful corrections. But all cycles are not alike.
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Underwater assets? Real estate exposure to flood risk
Sep 17, 2019 Gillian Mollod , Will RobsonESG Research , Real Estate Investing
Learn MoreReal estate investors are buying and leasing assets that might be jeopardized by a climate-changed world. A new analysis can help investors identify high-risk U.K. locations.
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