As we approach Q4 2017, we believe commercial real estate should continue to see healthy operating fundamentals in most global markets amid solid economic growth, steady job creation, reasonable new supply levels, and monetary conditions that are likely to remain accommodative even as stimulus is withdrawn.
In general, we anticipate that the demand for commercial real estate in the US will outstrip new supply across most sectors, driving rents and REIT cashflows in the coming months, although supply is accelerating...
High conviction approach
Effective from mid-July
Managers who have 'seen it all'
Decision expected 20 June
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