May 2018 Real Estate Summary

Emphasize asset management amidst higher volatility and slightly slower growth.

30 May 2018

The global economic backdrop is supportive of real estate although growth has eased slightly. Central bank policy is diverging as the US leads the way with rate rises. Strong occupier and investor demand has fueled outperformance of industrial property and we expect this to continue into 2019. Some investors are looking to alternatives and value-add to boost returns.