Extended-lister
Showing 21 - 30 of 66 entries
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MSCI Blog
Could COVID-19 Topple Global Cities' Dominance?Property investors turned to global gateway cities to diversify portfolios and generate capital growth in the years since the 2008 global financial crisis. We assess whether COVID-19 could jeopardize the relative dominance of these power cities.
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MSCI Blog
Missed Rents’ Impact on Real EstateSome commercial tenants have stopped paying rent amid COVID-19. Without rental income, property funds are not able to pay distributions to shareholders and borrowers cannot service their debt. We analyzed property-fund data to assess the impact on investors.
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MSCI Blog
Measuring Climate Risk in Real Estate PortfoliosBy evaluating real estate portfolios in terms of different physical risks as well as under different transition-risk scenarios, investors may be able to build a more complete picture of their exposure.
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MSCI Blog
COVID-19 and Real Estate: The Devil Is in the DispersionMany 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.
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MSCI Blog
Real Estate Asset Selection Mattered — Especially in a CrisisAs real estate strategies become more complex and market disruption continues, attribution analysis may prove a valuable tool. We looked at asset selection’s role in driving portfolios’ relative returns during relatively calm and disruptive periods.
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MSCI Blog
How COVID-19 could impact private real estate valuesReal estate has not historically been immune to growth shocks, but the impact of COVID-19 has been harder to establish than it has for public equities. Discounted-cash-flow scenarios may help investors understand the potential sensitivity of their portfolios.
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MSCI Blog
What out-of-cycle write-downs may mean for real estate yieldsAs real estate investors seek to understand how the COVID-19 crisis could affect their portfolios, several large Australian pension funds recently wrote down their property portfolios by up to 10%. What could a 10% write-down imply for yields?
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MSCI Blog
Real estate is about more than location during uncertain timesWith real estate now occupying a greater slice of multi-asset-class portfolios, factors such as lease length, may be more systematic drivers of return than previously thought.
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MSCI Blog
What’s driven capital growth in real estate portfolios?In real estate investing, capital growth has historically been responsible for most of the observed volatility in total returns. Could breaking capital growth into its components help tell a more detailed story of property portfolios’ performance?
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MSCI Blog
2020 Emerging Real Estate TrendsFrom managing climate risk to advances in analytics, 2020 may be a watershed year for real estate. Read our top five emerging trends likely to be front of mind for global real estate investors in 2020 and beyond