Realignment Time

Mads Loewe comments to Institutional Real Estate on the following subject:

With good returns harder to come by, managers are recommending a re-positioning of portfolios as they hunt for yield.

With European real estate having enjoyed years years of bumper growth, Mr. Loewe expects that the return going forward will be in the markets that have not seen the same cap rate contraction in this latest cycle, although “we also expect the deepest markets to still retain attractive risk-adjusted opportunities for specialist real estate investors.”

To read more:

https://irei.com/publications/article/marcg-1-2018-vol-12-number-3-10/