Real Estate Methodology Documents

Key Methodology Documents

MSCI Global Fund Reconciliation Methodology
MSCI Global Methodology Standards for Real Estate Investment
MSCI Global Data Standards for Real Estate Investment
MSCI Global Data Standards for Real Estate Investment – Appendix 3 : Data Definitions
MSCI Real Estate - Index Policies

MSCI Property Indexes

MSCI Property Indexes Methodology
MSCI Standards for Real Estate Valuations
MSCI Private Real Estate ESG Metrics Calculation Methodology

MSCI Property Fund Indexes

MSCI Property Fund Indexes Methodology
MSCI Global Quarterly Property Fund Index (Unfrozen) Methodology
MSCI Global Core Quarterly Property Fund Index (Unfrozen) Methodology
MSCI AREF UK Quarterly Property Fund Index Methodology
MSCI Pan-European Quarterly Property Fund Index (Unfrozen) Methodology
MSCI/Mercer Australia Core Wholesale Monthly Property Fund Index Methodology
MSCI/APREA Pan-Asia Quarterly Property Fund Index (Unfrozen) Methodology
The Property Council of Australia/MSCI Australia Unlisted Retail Quarterly Property Fund Index (Unfrozen) Methodology
MSCI/REALPAC Canada Quarterly Property Fund Index (Unfrozen) Methodology
MSCI Germany SFIX Quarterly Property Fund Index Methodology
MSCI/PREA U.S. ACOE Quarterly Property Fund Index (Unfrozen) Methodology
MSCI/PREA U.S. AFOE Quarterly Property Fund Index (Unfrozen) Methodology

MSCI Private Real Estate Debt Fund Indexes

MSCI Europe Quarterly Private Real Estate Debt Fund Index (Unfrozen) Methodology

MSCI Private Infrastructure Indexes

MSCI Australia Quarterly Private Infrastructure Fund Index Methodology
MSCI Global Quarterly Private Infrastructure Asset Index (Unfrozen) Methodology

Methodology Announcements

FAQ - The COVID-19 pandemic and the MSCI Private Real Estate Indexes
Process enhancement around individual tenant names (May, 2018)
Semi deviation risk measure calculation error for asset level index fact sheets (January 2018)
Clarification on change in Index Methodology for IPD Korea Annual Property Index (March 2017)
Summary of changes – Global Methodology Standards for Real Estate Investments (February 2017)
IPD Indexes – methodology change announcement (June 2016)
Change in asset exclusion rules (April 2015)

Index and Methodology review

MSCI Real Estate Market Size 2024: An Index Perspective
Valuation and Sale-Price Comparison 2023

Methodology Changes for MSCI Real Estate Analytics Products

Click here for a document detailing the changes between the methodology used for portfolios, indexes and benchmarks used in MSCI Real Estate Enterprise Analytics and Global Intel, compared to legacy products. As a reminder, all clients are expected to transition to these deliverables during 2019.