Content (51)

  • Economic and Real Estate Outlook in Context of Covid-19 #2

    White papers

    Economic and Real Estate Outlook in Context of Covid-19 #2

    2020-04-02T11:43:00Z

    Yesterday was April Fools’ Day, but unfortunately there is not much humor to share in the world as the global novel coronavirus (COVID-19) pandemic continues to devastate countries globally. As of April 1, the number of COVID-19 infections surpassed 900,000 globally with the U.S. now leading the rate of infections.

  • Economic and Real Estate Outlook in Context of Covid-19

    White papers

    Economic and Real Estate Outlook in Context of Covid-19

    2020-03-26T11:20:00Z

    An initial analysis of high frequency data suggests that the world economy is going to experience a recession in first half of 2020 with some hope that the second half may improve given data related to China is starting to show stabilization and growth.

  • US Economic Scenarios in Context of Covid-19

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    US Economic Scenarios in Context of Covid-19

    2020-03-19T15:51:00Z

    Given the fluid and fast-moving nature of the pandemic, calculating the impact to growth is challenging, but global agencies, including the IMF, are increasingly concerned that the world is likely to face a recession.

  • Novel coronavirus – Status of progression

    White papers

    Novel coronavirus – Status of progression

    2020-03-16T09:57:00Z

    The novel coronavirus (COVID-19) is continuing to spread across the world with an estimated 137,100 infections and almost 5,100 deaths as of March 13, 2020. The World Health Organization has officially designated it as a “pandemic” in order to mobilize maximum government resources globally. Apart from the human cost, global economic output is suffering with the IMF officially lowering its estimate for global growth to 2.6% for 2020, which is close to its stalling speed.

  • Inside Real Estate – Annual Strategy Outlook for 2020

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    Inside Real Estate – Annual Strategy Outlook for 2020

    2020-03-09T13:28:00Z

    The global economy has entered a phase of synchronized, slower growth, where an uncertain geopolitical environment and a weakened manufacturing sector have diminished its ability to withstand shocks. However, as dark as the potential storm clouds may be, we believe that the global economy has more going for than against it and assign a high probability (70%) that the expansion remains intact over the next 12 months.

  • Novel coronavirus impact on U.S. commercial real estate

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    Novel coronavirus impact on U.S. commercial real estate

    2020-03-05T09:43:00Z

    As a leading investor in all four quadrants of commercial real estate, Principal Real Estate Investors is uniquely positioned to assess relative value across the market. With heightening concerns regarding the spread of the novel coronavirus, we wanted to share our current thoughts on the potential impact on U.S. commercial real estate markets. The story is continuing to evolve.

  • Quality Growth and Defense for an Uncertain Marketplace

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    REITs: Quality Growth and Defense for an Uncertain Marketplace

    2020-01-09T09:52:00Z

    Late-cycle investing is often a challenging time for investors and asset allocators. As the longest U.S. business cycle on record marches ahead, many investors wonder how best to position their portfolios for optimal outcomes. In this brief, we offer both tactical and strategic reasons for an allocation to REITs to capitalize on the steady growth, diversification and defensive attributes they offer in today’s uncertain market.

  • Capitalizing on an inefficient market

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    Capitalizing on an inefficient market - The case for active REITs

    2019-10-28T16:33:00Z

    When it comes to choosing ‘active’ versus passive management in REITs, the proof of ‘why active’ is in the results. 

  • A case for commercial mortgage-backed securities

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    A case for commercial mortgage-backed securities

    2019-10-24T15:40:00Z

    Years of accommodative central bank policy and slow economic growth have pushed yields down and asset values up. Mounting growth concerns and a transitioning global economy will only add to the challenges for investors.

  • Why REITs, why Principal?

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    Why REITs, why Principal?

    2019-10-07T13:45:00Z

    Since their establishment in the U.S. decades ago, publicly traded REITs have offered investors the combined benefit of commercial real estate investment along with the advantages of investing in publicly traded stocks. REITs have grown in size, impact and market acceptance around the world. REITs, REOCs, and other real estate stocks own or operate trillions in real estate assets across all major global markets.

  • A 360° view of global real estate

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    A 360° view of global real estate

    2019-08-29T09:24:00Z

    Access the full spectrum of today’s commercial real estate investment opportunities with Principal Real Estate Investors. We provide the reach, research, and returns you need to meet your investment goals.

  • a compelling case for real estate development

    White papers

    A compelling case for real estate development

    2019-08-27T16:03:00Z

    In a world fueled by easy monetary policy, commercial real estate has held its own compared with other asset classes.