Senior Associate, MSCI Research
About the Contributor
Fritz serves as a quantitative researcher on MSCI’s global real estate research team, and focuses on performance measurement, portfolio management and risk-related research for asset owners and investment managers. Prior to joining MSCI, he was a quantitative researcher at MUFG. At Nowcasting Economics, Fritz worked on macroeconomic forecasting models. He holds a master’s degree in economics from the University of Stellenbosch and a master’s in development economics from the Georg-August Universität Göttingen, where his thesis was on nowcasting.
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Blog posts by Fritz Louw
Could Factors Help Explain Asset-Level Real Estate Performance?Oct 19, 2021 Bryan Reid , Fritz Louw
For real estate investors, property type and geography segmentations are the primary lens through which they measure and manage their portfolios. Testing five potential real estate style factors, however, were we able to better explain asset-level variation.
COVID-19 has weighed heavily on the financial positions of companies that hold leases for commercial real estate. Property investors can track the covenant quality of their tenants and translate it into a probability of default over the length of the lease.
With new COVID-19 lockdowns and swaths of white-collar workers working from home, many office tenants are contemplating whether the future of work includes office space. This could have significant impact on office demand and income from leases.
COVID-19 and Real Estate: The Devil Is in the DispersionJun 23, 2020 Fritz Louw , Niel Harmse
Many real estate markets were showing signs of a slowdown even before COVID-19’s negative impact on property portfolios. Has this correction been similar to previous ones? We looked at dispersion of returns, within and across real estate sectors, for the answer.