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The global economy in general – and real estate markets in particular – are currently in the throes of an acute episode with pressure coming from every direction.
Eventually, we expect post-COVID-19 pressures such as inflation, supply chain issues and large fiscal stimulus to settle and a new normal to emerge. It’s just a question of “when?”
In this year’s edition, we seek to look through the current acute period of volatility and uncertainty, to discuss our view of likely outcomes and scenarios to consider, key themes for investing and real estate strategy recommendations that we expect to be resilient across the range of conceivable macro environments.
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In Conversation
Brian Klinksiek, Global Head of Research and Strategy talks with his predecessor, Jacques Gordon, about where we are – and where we have been – in real estate.
Apr 03, 2024
ISA Briefing: Elections everywhere, all at once: Geopolitics and risk
2024 is an election year like no other. Roughly 60% of the world’s population lives in countries facing major elections this year. Combined, these markets represent approximately 65% of the institutional investable real estate universe.
