Perception, demographics, technology Innovation Paper 1

Real Asset Evolution

13 Jun 2018

There are gradual shifts in market conditions that may act as magnetic forces on the distant use, value and investment performance of commercial real estate and infrastructure assets. Certainly, there is a great desire to have advanced notice of the trends and innovations that will shape future investment, so that we can shape our portfolios to take advantage of the new developments and avoid the pending pitfalls. Typically, when forming expectations of future events, such as economic performance, asset demand or on-coming supply, we look to past relationships and compare to the current environment. This technique is less valuable, when the goal is to estimate the impact of events or items that do not yet exist. Thus, the question of "How will real assets react to innovation?" is boundless and, by definition, unknown. Our objective is to segment this unbounded question into definable topics and start a conversation that may lead to insight on the evolution of commercial real estate and infrastructure.

Canada Asset Management

Views and opinions expressed are presented for informational purposes only and are a reflection of UBS Asset Management’s best judgment at the time a report was compiled, and any obligation to update or alter forward-looking statement as a result of new information, future events, or otherwise is disclaimed. Commentary is provided at a macro level and is not with reference to any investment strategy, product or fund offered by UBS Asset Management and is provided in Canada generally pursuant to the registration exemption provided for in Section 8.25(2) of National Instrument 31-103 and in Ontario pursuant to Section 34 of the Securities Act (Ontario) and does not purport to be tailored to the needs of the person or company receiving the advice.. The information contained in the materials should not be considered a recommendation to purchase or sell any particular security. The materials and content provided will not constitute investment advice and should not be relied upon as the basis for investment decisions. As individual situations may differ, clients should seek independent professional tax, legal, accounting or other specialist advisors as to the legal and tax implication of investing. Plan fiduciaries should determine whether an investment program is prudent in light of a plan's own circumstances and overall portfolio. UBS Asset Management services offered to Canadian persons are provided by UBS Asset Management (Canada) Inc., a Nova Scotia corporation. UBS Asset Management (Canada) Inc. is an indirect wholly-owned subsidiary of UBS AG and is registered as a portfolio manager and exempt market dealer (in all provinces of Canada), commodity trading manager (Ontario), adviser – commodity futures (Manitoba) and investment fund manager (Ontario, Quebec and Newfoundland), all pursuant to Canadian securities law. Materials may include forward-looking statements. Actual future results, however, may prove to be different from expectations. Past performance is no guarantee of future results. Potential for profit is accompanied by possibility of loss.

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