Real Estate Summary, Edition 4 – 2018

Caution mounts despite real estate's firm underlying fundamentals. We look closely at the industrial boom.

27 nov. 2018

Real estate cap rates and yields are leveling off and rents are growing in most markets. There are multiple risks, including the steady escalation of the US-China trade war. We expect advanced economies to slow in 2019 but still remain in growth mode. New government policies increase the risk of error as central banks withdraw stimulus.