Deepening disparities between real estate winners and losers

While estimates vary, the total value of global property is estimated to stand at around $380trn – dwarfing the global equity (c.$100trn) and bond (c.$130trn) markets. This scale is underpinned by fundamental scarcity as growing populations and ever rising urbanisation rates mean physical property can provide a tangible store of wealth. Further, the speed and coordination of there global real estate cycle has deepened the disparities between winners and losers, setting the stage for a sequential investment opportunity for those with the tools to identify and execute strategies in a repriced...