Tricky CHF: Appealing Swiss CRE distribution yields from FX perspectives
Real estate investors usually focus on real estate performance, [...]
Transition to higher inflation: Our four phase model for property values
We expect the global rise in inflation to be [...]
Exporeal 2022: Beyond “We are on the sidelines”.
Finally, it could take place again in the usual setting, [...]
Structural opportunities amid weaker capital markets: A look at technology-enabled health care
By Dr. Carri Duncan and Zoltan Szelyes Carri is [...]
Happy Birthday Macro Real Estate: Looking back at the first two years
Two years ago, I decided to set up Macro Real [...]
Key take-aways from Singapore
I had the opportunity to spend a week in [...]
Remember 1974?
We see some parallels but also differences between today's [...]
Higher interest rates in Europe: What do financial markets tell us?
We deliberately have taken our time to write a [...]
Macro Real Estate has been highlighted in the REFI newsletter
Macro Real Estate has been highlighted in the Real [...]
Perspektiven für Schweizer Immobilienanleger für die «Post-Corona Zeit»
Überhitzte Agios auf Fondsebene und japanische Zustände aus den [...]
