Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
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Alternative investments based on slides from the 3Q 2018 Guide to the Markets