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Global Real Estate Q3 2021 Commentary

Download PDF   Global real estate stocks posted a modest loss in the third quarter of 2021, following strong gains in the first half of the year. Investment returns were weighed down by macroeconomic concerns, including rising inflation, a sharp uptick in European energy prices and the Evergrande debt challenge in China. The FTSE EPRA…

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Global Real Estate Investment Fund Q1 2021 Commentary

Download PDF   Global real estate stocks staged another rally in the first quarter of 2021, extending the strong but choppy recovery that began in the second quarter of 2020, as the successful roll-out of Covid-19 vaccination programs fueled investor optimism and offset concerns over the impact of rising infection rates on the global economy.…

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Global Real Estate Q4 Market and Fund Performance Commentary

Global real estate stocks rallied significantly in the fourth quarter of 2020, extending the strong but choppy recovery that began in the second quarter, as the announcement of multiple successful COVID-19 vaccines offset concerns over rising infection rates and their potential impact on the global economy…

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Global Real Estate Investments Fund Second Quarter Market and Performance Commentary

Market and Performance Update Following the first quarter’s sharp drawdown as the emergence of the coronavirus shocked capital markets, global REITs rebounded strongly in the second quarter as concerns over the pandemic’s impact on the global economy were eased by the combined effect of the coordinated global central bank monetary policy response along with massive…

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Global Real Estate Investments Fund First Quarter 2020 Market and Performance Commentary

Market and Performance Update market’s action, while unsettling, has been rational and even expected.  Capital markets are attempting to price the risk and uncertainty around the breadth, length and economic impact of this latest shock to the system.  The global REIT market has been driven by exogenous factors, notably concern over the global economic impact…

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