Extended-lister
Showing 31 - 40 of 66 entries
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MSCI Blog
Digging deeper into pan-European property funds’ performanceProperty investors who invest across a broad region, like Europe, can use a peer-group benchmark to gauge relative performance. But to determine the specific drivers of returns, detailed asset-level performance attribution can help shed light.
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MSCI Blog
Exploring the ‘what ifs?’ in real estateThe 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.
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MSCI Blog
What’s the downside in real estate?Real estate has always been marked by periods of expansion and sometimes painful corrections. But all cycles are not alike.
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MSCI Blog
Underwater assets? Real estate exposure to flood riskReal estate investors are buying and leasing assets that might be jeopardized by a climate-changed world. A new analysis can help investors identify high-risk U.K. locations.
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MSCI Blog
Real estate may be yielding less than you thoughtIncome 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.
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MSCI Blog
The changing face of real estate portfoliosOffice 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.
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MSCI Blog
Have appraisers been too bullish on retail real estate?Media commentary has fixated on the shuttering of shops, while retail-focused REITs are priced at substantial discounts to the value of their assets. Have appraisers of retail real estate been excessively bullish?
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MSCI Blog
Asian retail resilience: Have store hours affected performance?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.
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MSCI Blog
Fed policy, the credit cycle and real estateAmid the uncertainty over Federal Reserve policy, investors in commercial real estate (CRE) are confronting asset-allocation challenges and growing concerns about CRE valuation and debt levels, after an extended period of easy credit.
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MSCI Blog
The Right Tool: How Suitable is Your Real Estate Benchmark?You don’t have to be a master craftsman to appreciate the benefits of using the right tool for the job. Even the most casual do-it-yourselfer has experienced the frustration of using the wrong screwdriver for a particular job — one that doesn’t quite fit the screw properly and shreds the head, leaving it uselessly stuck in the wood without fixing anything.