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International diversification is necessary Macro Real Estate AG is a strong advocate of the idea of international diversification in real estate portfolios. Looking only at the returns achieved, this strategy might not always have paid off during the low [...]

Real estate investors usually focus on real estate performance, building plans, or architectural beauty. Financial engineering is not considered a core competence and is sometimes even regarded by many as evil. We couldn't disagree more. International real estate investors [...]

We expect the global rise in inflation to be more than just a short-term cyclical phenomenon. Rather, we are in a transition process to structurally higher inflation rates and interest rates. The favorable macroeconomic environment that has characterized the [...]

Finally, it could take place again in the usual setting, as before Corona: the Exporeal, the largest and most important real estate conference in Europe. The joy of seeing each other again was evident be it refreshing former connections from [...]

By Dr. Carri Duncan and Zoltan Szelyes Carri is Managing Partner at Karaktero, an advisory and capital services consultancy catering to Healthcare and Technology industries. Contact info: carri[dot]duncan[ät]karaktero[dot]net Zoltan is CEO and owner of Macro Real Estate, a research [...]

Two years ago, I decided to set up Macro Real Estate. The decision to have an entrepreneurial setup was not an easy one after having spent more than 16 years in corporate environments at CS and SNB. But I believed [...]

I had the opportunity to spend a week in Singapore for meetings and the ANREV conference for the first time since the Corona crisis and I have some key takeaways: I see the most significant potential for real estate [...]

We see some parallels but also differences between today's situation and the first oil crisis in 1974. We examine the development of real estate returns between 1970 and 1999 in the context of key macroeconomic variables: What macroeconomic effects [...]

We deliberately have taken our time to write a new comment, as the Russian invasion in the Ukraine has also shocked us . But especially in such difficult times, it is Macro Real Estate's task to analyze the effects [...]