Share Of Foreign Investment In U.S. Property Market Near Historic Lows
Bisnow - January 4, 2024

“After spending more than $15B on U.S. CRE in the first quarter of 2023, foreign investors spent $10.1B on U.S. CRE in the six months ending in September, the least over two quarters since the second and third quarters of 2020.”

https://www.bisnow.com/national/news/capital-markets/foreign-investment-into-us-properties-shrivels-to-near-all-time-low-122280

#RealEstate #CRE #MSCIResearch
@[email protected] @realestate
ht @REfeeds

Share Of Foreign Investors In U.S. Property Market Near Historic Lows

Don't count on foreign investment activity to spike anytime soon as investors remain cautious about the economy and property values.

Bisnow

2024 Trends to Watch in Real Assets
MSCI - December 13, 2023

“Investors will be hoping for a better 2024, where we find a floor in pricing that will return the market to more-normal levels of activity. When and how that happens remain to be seen.”

https://www.msci.com/www/blog-posts/2024-trends-to-watch-in-real/04261531542

#RealEstate #CRE #Multifamily
#MSCI #MSCIResearch #MSCIRealCapitalAnalytics
@[email protected] @realestate

2024 Trends to Watch in Real Assets

After the market dislocation of 2023, investors will be hoping for a calmer 2024 in commercial real estate. We identify five key influences to help investors navigate the challenges and opportunities ahead.  

中国小盘股迎来大事件

在发达和新兴股票市场中,小盘股的表现历来优于中大盘股,尤其在经济衰退期后,而中国 A 股市场也不例外。

How Canadian Asset Owners Are Seizing Investment Opportunities as Risks Evolve
https://www.msci.com/www/blog-posts/how-canadian-asset-owners-are/04197667246
#RealEstate #CRE #MSCIResearch
How Canadian Asset Owners Are Seizing Investment Opportunities as Risks Evolve

Attendees at the recent MSCI Canadian Institutional Investor Forum discussed and debated the challenges and opportunities created by massive structural, macroeconomic, societal and technological shifts in the investment landscape.

How Asset Owners Are Preparing for the New Era of Investing

Key insights from the recent MSCI Institutional Investor Forum highlight how forces of disruption are driving asset owners to evolve their assessment of risks and how developments in AI can further blend quantitative and qualitative investment analysis.

Biodiversity and Business: Are Companies Aware of Nature’s Risks?
https://www.msci.com/www/blog-posts/biodiversity-and-business-are/04081554185
#RealEstate #CRE #MSCIResearch
Biodiversity and Business: Are Companies Aware of Nature’s Risks?

Although corporate disclosures around biodiversity- and nature-related risk vary, with growing stakeholder awareness and initiatives such as the TNFD framework, we may see a move toward more standardized disclosures that could help investors better assess these risks.

保险公司承保过程中的气候风险管理

MSCI 对受保资产在面临不同灾害和气候情景下的风险暴露度进行了前瞻性评估。

Real Estate Buyers and Sellers Remain Stuck in a Standoff on Asset Pricing
Wealth Management - July 31, 2023

“The bid-ask gap in the commercial real estate market has created a massive falloff in transaction volume in 2023.”

https://www.wealthmanagement.com/investment-strategies/real-estate-buyers-and-sellers-remain-stuck-standoff-asset-pricing

#RealEstate #CRE #WealthManagement #MSCIResearch
@[email protected] @realestate

Real Estate Buyers and Sellers Remain Stuck in a Standoff on Asset Pricing

The bid-ask gap in the commercial real estate market has created a massive falloff in transaction volume in 2023.

Wealth Management
Small Caps Have Been a Big Story After Recessions

Some investors are already evaluating opportunities offered by a post-slowdown world. One of these opportunities is small-cap stocks, which have historically outperformed large caps, especially after recessions.  

Has Energy Efficiency Emerged as a Driver of Real Estate Returns?

Property investors are increasingly focused on climate change and net-zero commitments. Have investors who “green” their portfolios by acquiring more energy-efficient assets and disposing of higher-emitting ones gained a performance edge?