Real Estate Returns’ Dispersion amid COVID

Video
July 28, 2020
Fritz Louw The recent market turmoil resembled the 2008 global financial crisis and other volatile periods: We observed a widening of the dispersion of returns across real estate assets, with a large gulf separating the top and bottom performers within a segment. This is shown here by the increase of the interquartile range of asset-value growth (the difference between the 25th and 75th percentiles). This widening spread was most pronounced in retail property — a sector that was under pressure long before the COVID-19 pandemic — particularly in the U.K. Read our blog post on the topic. How to interact with this plot: Click on the legend markers to select a real estate sector-country combination (shift + click to select multiple). Mouse over a line to highlight and see a tooltip. Drag and zoom the plots to focus on particular time periods. Double-click on the legend to reset the interaction.
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