Back
Real Estate
Real Estate Strategy Update & Outlook December 2021
December 2021
Key topics addressed by the Portfolio Management Team include:
Private vs. Public Real Estate – Current Yield, Inflation
– How flows into private real estate funds are impacting the listed markets
Commercial Real Estate – Short Duration vs. Long Duration
– Why certain pockets of CRE can perform in an inflationary environment
International Property – The divergence of returns in global property markets
– Where to find real value in the expanding set of opportunities overseas
Residential Real