Extended-lister
Showing 41 - 50 of 66 entries
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MSCI Blog
Don’t confuse capital growth and asset-value growthMeasuring real estate growth is not a simple exercise; we run through it highlighting some common confusions
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MSCI Blog
Brexit, Black Wednesday and Real Estate's Currency RiskWhen investors buy overseas real estate, they inevitably take on foreign-exchange exposure. The resulting currency-market dislocations resulted in near-term losses for some investors, but also created attractive opportunities for investors to buy real estate exposure in the U.K.
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MSCI Blog
How mortgage fees affect rates and spreadsHow could potential changes in U.S. mortgage policy and possible long-term industry trends affect mortgage-related fees and rate spreads?
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MSCI Blog
2019 Emerging Real Estate TrendsFor real estate investors, 2019 may be a year of adjusting to rapid changes arising from a variety of sources, including environmental, social and governance-related (ESG) risks; geopolitical uncertainty; and disruptive technology.
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MSCI Blog
Measuring real estate capital growth isn’t rocket science, is it?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.
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MSCI Blog
Apples vs. Oranges? Core vs. Opportunistic Real Estate FundsReal estate investors sometimes treat core and opportunistic funds as if they were different asset classes. They are measured against different benchmarks and comparisons are limited by a lack of consistent data. But a comparison of the two shows that both core and opportunistic funds have similar return profiles — it’s the magnitude of their returns that has varied over time.
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MSCI Blog
Global Real Estate: To Hedge, or Not to HedgeWhile 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.
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MSCI Blog
Brick by Brick: Asset-Level Underwriting in Real EstateDue to the private nature of real estate, investors are often faced with making decisions based on broad market-level information or data relating to a rarified class of hypothetical, top-quality, perfectly located, “prime” benchmark properties, which, much like Peter Pan, never age.
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MSCI Blog
For Real Estate, All Rate Rises are Not Created EqualA 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.
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MSCI Blog
How e-commerce is reshaping the future of retail propertiesAlthough e-commerce has disrupted industries once considered staples in retail properties, certain retail assets are thriving. Simply put, some goods and services cannot be purchased over the internet: Working out at a fitness center or dining at a restaurant cannot be replicated by online transactions. And while some companies sell groceries online, most food shopping still takes place in stores. Our findings show that experience-oriented tenants, such as movie theaters and restaurants, and internet-resistant retailers, such as supermarkets, dominated the top-performing retail assets in 2017.