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Bryan Reid

Bryan Reid
Vice President - Global Real Estate Research

About the Contributor

A Vice President in MSCI’s global real estate research team, Bryan focuses on performance measurement, portfolio management and risk-related research for asset owners and investment managers. Based in Sydney, he covers APAC as well as global markets.

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Blog posts by Bryan Reid

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  1. BLOG

    Exploring the ‘what ifs?’ in real estate 

    Oct 29, 2019 Bryan Reid

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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.

  2. BLOG

    What’s the downside in real estate? 

    Oct 4, 2019 Bryan Reid

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    Real estate has always been marked by periods of expansion and sometimes painful corrections. But all cycles are not alike.

  3. BLOG

    Real estate may be yielding less than you thought 

    Sep 12, 2019 Bryan Reid

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    Income has long been an important part of real estate returns meaning yields are often heavily scrutinized by investors. However, headline yields do not factor in capital expenditure requirements which can vary significantly. Investors looking to better understand potential “free cash flow” positions of portfolios post-capex may want to adjust the yields they use to account for it.

  4. BLOG

    The changing face of real estate portfolios 

    Aug 14, 2019 Bryan Reid

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    Office and retail investments’ historic dominance of commercial real estate portfolios is decreasing, with other property types — including logistics centers, student housing, and data centers — increasing. This evolution highlights how technology and the search for yield have led investors to diversify and seek exposure to other property types.

  5. BLOG

    Asian retail resilience: Have store hours affected performance? 

    Jul 9, 2019 Bryan Reid

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    Industrial real estate has outperformed retail assets in recent years, but the trend has been less pronounced in Asia, where store hours, among other reasons, might have led to more resilient retail performance.

  6. BLOG

    Measuring real estate capital growth isn’t rocket science, is it? 

    Jan 28, 2019 Bryan Reid

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    In September 1999, NASA’s Mars Climate Orbiter was lost, at a reported cost of USD 125 million, due to a mix-up in measurements.

  7. BLOG

    Global real estate: To hedge, or not to hedge 

    Sep 12, 2018 Will Robson , Bryan Reid

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    While not quite as profound as the Shakespearean original, it is still quite a tricky one for real estate investors to grapple with. Until fairly recently, it is one that has been avoided by the majority of real estate investors due to their heavy home bias. But the increasing global nature of the asset class, combined with rising currency volatility, means the question is becoming increasingly difficult to avoid.

  8. BLOG

    For real estate, all rate rises are not created equal 

    Apr 25, 2018 Bryan Reid

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    A decade after the global financial crisis, the era of ultra-low interest rates may be drawing to a close. Many real estate investors worry that rising rates could hurt their portfolios. However, our analysis suggests it’s the macroeconomic fundamentals driving interest rates, not the rise itself, that are most important.

  9. BLOG

    Have Big-Ticket Properties Performed Better Than Lower-Value Properties? 

    Aug 15, 2017 Bryan Reid

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    It is sometimes assumed that larger real estate assets perform differently to smaller assets thanks to reduced accessibility and competition at the top end of the market. Using MSCI’s global private real estate dataset, we find evidence to support the assertion that the size of an asset does have an impact on its performance.

  10. BLOG

    Are low yields a risk for your private real estate portfolio? 

    Jun 8, 2017 Bryan Reid

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    In a global environment of sluggish growth and low interest rates, yields on private real estate are under sustained pressure. Yields have been compressing since 2010 and are now lower than before 2007.

  11. BLOG

    Has foreign capital changed the face of Australian real estate? 

    May 10, 2017 Bryan Reid

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    In recent years, Australian commercial real estate has attracted considerable attention from international investors, changing the dynamics of what was historically a domestically dominated market.

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