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Real estate and real estate related securities continue to be the most popular alternative investment for many institutional investors. We offer an expansive range of regional and global indexes, research, performance modeling, data metrics and risk analytics across direct property, listed and unlisted vehicles, joint ventures, separate accounts and debt. Contact our dedicated client services team to learn more about our real estate investment offerings.

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Indexes

We produce indexes for both privately-held real estate portfolios, as well as publicly-listed organisations. Through our acquisition of IPD, we hold the privately-held real estate information of hundreds of institutional investors’ real estate portfolios. This information has produced a unique database which holds almost 80,000 searchable properties, valued at approximately USD 1.7trillion, which are located in 33 countries. The information provides a long performance history (25+ years for many markets) and which are mostly appraised quarterly.

The IPD Index and Benchmark Guide describes the main procedures, methods and rules which govern MSCI’s definition and computation of IPD indexes and benchmarks.
ANNOUNCEMENT : Change in asset exclusion rules

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Analytics

Our real estate analytics enable robust and independent measurement and analysis to track portfolio performance and risk. This analysis, which reports performance at fund, portfolio or asset level, can make a key contribution to asset allocation and management efficiency. Sectors covered our real estate performance and risk analytics suite include agriculture, derivatives, healthcare, hotels, infrastructure, occupiers, lending, logistics, residential, retail, social housing,  and sustainability. Contact our dedicated client service team to learn more.

The IPD Rental Information Service (IRIS) helps researchers, fund managers and investors assess the strengths and weaknesses of their future income. It monitors cashflow risk by credit rating individual tenants and analysing lease structures in detail. Review the latest income risk benchmarking results.

The Global Analytics Portal, a new dynamic platform for real estate performance and risk analysis, allows for innovative performance and risk benchmarking of both global markets and individual portfolios through greater flexibility and ease of access. Watch the demo.

MSCI recognises the impact that environmental considerations have on financial performance (both risk and return) and continue to address the gap between what is available and what is needed by real estate Investors in the field of environmental metrics.

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Research

With our matchless real estate database which contains huge quantities of financial and descriptive data on individual assets, we can interrogate the data to find interesting correlations and create valuable research on our findings. We create direct real estate research which studies market performance trends based on asset-level data. Owners, managers and advisers use this research to understand changes in property values and incomes. We construct fund level indexes (where returns reflect the impacts of leverage and fees) to improve our understanding of global unlisted vehicle performance. We are at the cutting edge of real estate investment research as we create new datasets on emerging and niche areas, including commercial mortgages, infrastructure and social housing.

OCCUPIERS ANALYTICS

The IPD Occupiers Service provides property performance measurement tools, independent benchmarks, and market intelligence for national and global occupiers (corporate real estate and facilities management) across multiple business sectors. These analytics capture the right data, enrich it through quality analysis and present it simply, providing a balanced view of property performance; it enables direct comparisons owing to standardisation of the data. Our benchmarks cover HQs, offices, call centres, depots, warehouses, light industrial units, mixed use sites, laboratories, libraries and schools. The Global Estate Measurement Code (GEMCode) is used as the industry standard for the measurement of property for occupiers.

Real Estate Events and Training

We offer global real estate investment education and training. Our expertise draws on our staff as well as leading industry professionals from across our global network. As a platform for communicating this information, we both host and participate in a number of conferences, briefings, launches and training courses. Search our real estate events to find the right one for you.

REAL ESTATE GLOBAL DATA STANDARDS

Enshrined in the real estate operational governance framework, technical documentation, and index and benchmarking rules, are a set of core principles which underpin our day-to-day procedures and outputs. Adherence to these principles helps protect and reinforce the independence, accuracy and authority of our information services.  Every real estate fund and investment portfolio is a unique mix of financial structures, property types and locations. To build reliable and authoritative benchmarks and indexes from the pooled records of the assets of many thousands of such funds demands the application of robust standards.

Download the real estate index and benchmarking protocol

 

MSCI’s real estate standardized reporting is expanded through the IPD Global Data Standards. This standardizes a much wider range of market data, and provides more effective tools for global investors. The initial stages of this development have seen the implementation of five key initiatives to the IPD Global Data Standards.

  1. Establishing a list of key financial variables
  2. Standardized methodology for performance excluding currency impacts
  3. Standardized methodology for index rebalancing
  4. Global standardization of fund level performance
  5. Improving transparency on the robustness of indexes

Download the IPD Global Data Standards overview. For information on feedback on these initiatives, visit the IPD Reporting Portal or contact your Client Consultant directly.

A Liquid Benchmark for Private Real Estate

Commercial real estate represents an important element of the asset allocation process but is difficult to access directly, with high barriers to entry and exit.

IPD South Africa Property Investment Conference

Extracting value through real estate investment.
August 13-14, 2015
Cape Town, South Africa

IPD® Global Data Standards Consultation

As part of MSCI's continued efforts to provide clients with market insights that are comparable internationally & across asset classes, & to allow for integrated real estate analysis at the fund, asset & tenant level, our 4th consultation window is open.

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