Assessing the resilience of global listed real estate and lessons learned by the sector 


In recent years, global listed real estate has delivered strong relative returns for investors whilst also taking significant strides in remedying the ills that afflicted the sector during the depths of the Global Financial Crisis. 

And yet, whilst the asset class has moved on, asset allocations have not.

With elements of weakness in several leading economic indicators and some market participants revising the odds of a global recession risk upwards, we believe it is timely to assess the resilience of listed real estate as an investment class should the bear case regarding an economic slowdown indeed materialise.