Mark G. Roberts, Head of Real Estate Strategy and Research, discusses global real estate trends, highlighting positive spreads between long and short interest rates, low new construction, and declining vacancy rates. He advises caution in specific markets like Houston, central London, and Singapore. He also discusses the resilience of listed real estate to interest rate changes and the role of government in supporting infrastructure investment. The document includes a positive outlook for listed infrastructure securities.
documents/vol00010-efta01459026-pdf.pdf
{"title":"Investment Analysis by Mark G. Roberts","key_people":["Mark G. Roberts"],"document_date":"December 2015","document_type":"other","key_locations":["Houston","United Kingdom","central London","Singapore","United States"],"key_organizations":["U.S. REITs","MSCI World Index"]}