As 2017 winds down, we review the performance in the real estate sector over the past year and analyze the potential catalysts that will move markets in 2018. We raise six questions that should be top of mind for REIT investors heading into the new year. Click here to download full article (Source: Seeking Alpha)
Since real estate is inherently local, what happens in New York generally has little impact on London, Berlin or Tokyo. By taking a global approach toreal estate allocations, investors gain access to different property cycles,economic trends and interest-rate environments. We believe the flexibilityto position portfolios globally is more important than ever amid a growing divergence in country and sector fundamentals. Click here to download full article (Source: Cohen & Steers)
Aristotle famously declared man to be, by nature, a social animal. The social nature of human beings has indeed been of interest to philosophers throughout time. Now neuroscience has some contributions to the conversation. “Being socially connected is our brain’s lifelong passion. It’s been baked into our operating system for tens of millions of years,” writes Matthew Lieberman, professor of psychology and biobehavioral science at UCLA. Click here to download full article (Source: EPR Properties)
The assessment of management is often referred to as a crucial element of investment analysis. If I had a Dollar for every time someone touted the importance of “management ability” or “management quality,” I’d undoubtedly have already retired. While it is proven that management can create and/or destroy shareholder value over time, the mechanics of how to measure this, however, can often be unclear.
As a portfolio manager with LaSalle Investment Management, Lisa Kaufman is responsible for researching and analyzing the securities of publicly traded real estate companies in the retail and industrial sectors. Having recently joined the Nareit Real Estate Investment Advisory Council, Kaufman spoke with REIT magazine about sustainability, active fund management, the changing world of retail and more issues in institutional real estate investment today. Click here to download full article (Source: Reit.com)
The GPR 250 REIT World Index exhibited a US Dollar (USD) total return of 1.04% during 3Q17. As the quarter progressed, persistently low inflation (and inflation expectations) saw the US 10-year bond yield dip below 2.1% during August 2017. Towards the end of the quarter, as US and other DM economic data proved resilient, the market pushed up bond yields.
Most people love sport! Statisticians claim that more than half the world’s population see themselves as football fans. That is more than 3.5 billion people! Like a good football game, played with passion and cheered on by a roaring crowd, a good investment portfolio brings all the excitement of a win to its owner.