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Macro and capital markets, Portfolio construction, Product insight, Real estate performance, Research

ISA Portfolio View 2023

August 2, 2023
An overhead view of New York City
  • Brian Klinksiek, Global Head of Research and Strategy (L) and Eduardo Gorab, Head of Global Portfolio Research and Strategy, LaSalle Global Solutions (R), 让我们来看看为什么以及如何建立多元化和有弹性的全球房地产澳门黄金城赌城组合.


    当市场条件突然变化时,澳门黄金城赌城组合构建的艺术和科学最为重要. This has never been truer than in the past few years, 随着政策制定者在疫情开始时不再试图刺激经济,哪些国家的资本市场出现了重大转折, 采取措施防止通货膨胀失控. 这些变化的速度和不可预测性突出了提前规划的重要性,即仔细考虑如何创建可预期具有弹性的澳门黄金城赌城组合. 澳门黄金城赌城组合管理的基本概念,如多样化和风险管理,应该与澳门黄金城赌城者的目标和价值观一起考虑,为他们的澳门黄金城赌城组合设计战略.

    正是考虑到这些因素,我们发布了第一版LaSalle 's ISA Portfolio View这本书试图回答有关房地产的五个基本问题: 

    • Why real estate 阐述了在多资产环境下的房地产风险敞口? 
       
    • Why global 考虑到澳门黄金城赌城者将视野扩展到国内市场以外的好处? 
       
    • Why be sector smart 试图理解近期相关行业表现的变化,着眼于建立有弹性的澳门黄金城赌城组合? 
       
    • Why be quadrant smart 解决房地产“四个象限”之间的相互作用? 
       
    • Why manage risk 探讨 的重要性和我们管理澳门黄金城赌城风险的方法? 
       

    In many ways the ISA Portfolio View 是拉萨尔长期以来的分析的延续,这一分析通常会形成本书的后几章 Investment Strategy Annual. In this new standalone edition, we draw from a deep pool of experts from around the firm, 承认房地产机会的相互关联性:跨越国界, across sectors, and across quadrants. We welcome your questions and feedback.

    Important Notice and Disclaimer

    This publication does not constitute an offer to sell, or the solicitation of an offer to buy, 建议的任何证券或任何澳门黄金城赌城产品的任何权益, or the advisory services of, LaSalle Investment Management(连同其全球澳门黄金城赌城咨询子公司), “LaSalle”). 本出版物的编写没有考虑到具体的澳门黄金城赌城目标, 财务状况或收件人的特殊需要,在任何情况下,本出版物本身都不打算, or serve as, investment advice. 本出版物中所载的讨论仅供参考, 不构成澳门黄金城赌城建议,可予更正, completion and amendment without notice. Further, nothing herein constitutes legal or tax advice. Prior to making any investment, an investor should consult with its own investment, accounting, legal and tax advisers to independently evaluate the risks, consequences and suitability of that investment.

    LaSalle已采取合理措施确保本出版物中包含的信息准确无误,并从可靠的来源获得. Any opinions, forecasts, 本出版物中的预测或其他陈述均为前瞻性陈述. 虽然LaSalle认为该等前瞻性陈述所反映的预期是合理的, they do involve a number of assumptions, risks and uncertainties. Accordingly, LaSalle不作任何明示或暗示的陈述或保证, and no responsibility is accepted with respect to the adequacy, accuracy, completeness or reasonableness of the facts, opinions, estimates, forecasts, 或本出版物中列出的其他信息或任何进一步信息, written or oral notice, 或与本出版物有关的任何时候提供的其他文件. LaSalle不承担也没有义务更新或保持本出版物中包含的信息或内容的最新状态,以备将来发生的事件. 对于任何一方因依赖本出版物而遭受的任何损失或损害,LaSalle不承担任何疏忽或其他责任,并且此处包含的任何内容均不得作为对任何未来事件或表现的承诺或保证.

    By accepting receipt of this publication, the recipient agrees not to distribute, 提供或出售本出版物或其副本,并同意除一般信息用途外不使用本出版物.

    Copyright © LaSalle Investment Management 2023. All rights reserved. No part of this document may be reproduced by any means, whether graphically, electronically, mechanically or otherwise howsoever, 包括但不限于复印和磁带记录, 或未经LaSalle澳门黄金城赌城管理公司事先书面许可而被纳入任何信息存储和/或检索系统.

Jun 18, 2024 European market view: June 2024 周期性变化和地缘政治风险正在决定欧洲的房地产澳门黄金城赌城格局.
London city view
Jun 03, 2024 PERE roundtable: UK Real Estate LaSalle的Dan Mahoney与来自整个行业的同行坐下来讨论英国房地产市场的状况.
May 14, 2024 An introduction to real estate debt 寻求可靠收入流和稳定性的澳门黄金城赌城者越来越多地转向房地产债务澳门黄金城赌城.

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