08
Feb
Securitised real estate will benefit from the exceptional convergence of business cycles in 2021
Economic stimulus plans also favourable to real estate. The health crisis will not have a profound effect on yields. Real estate remains an effective hedge against a resumption of inflation. Time to invest
Key Points
- Volatility in January did not spare international securitised real estate
- Alignment of regional and national economic cycles favourable to real estate in 2021
- Incipient awareness that inflation may make a significant comeback in 2021
- Real estate: a natural hedge against inflation
- Continued popularity in Q4
- Collapse in demand not so dramatic
- Stimulus plans favourable to real estate
- International securitised real estate is a prime
source of diversification
