Research

Spring Global Real Estate Strategic Outlook, March 2018
April 4, 2018


First, due to stable employment growth we expect to see sustained tenant demand for property. Second, inflation-adjusted or “real” interest rates are not only low if not negative, they remain below average suggesting limited capital market risk. Third, in contrast to the last decade, fiscal policy is less austere and in the case of the U.S. very supportive of economic growth. Fourth, despite the risk of rising short term rates by central banks, when viewed through the lens of history, even marginal increases in rates would lead to below average interest rates and positively-sloped yield curves which in turn, minimizes the risk of a recession. Fifth, while there are pockets of excess supply, new construction activity generally remains below average. Please click on the link below for further insights into our global outlook. We hope our views aid your investment efforts and please let us know if you have any questions.

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Date Article
April 4, 2018 U.S. Real Estate Strategic Outlook, February 2018
April 4, 2018 Europe Real Estate Strategic Outlook, February 2018
April 4, 2018 Asia Pacific Real Estate Strategic Outlook, February 2018
February 12, 2018 Japan Real Estate, First Quarter 2018
January 3, 2018 Regional Economic Maps, December 2017
January 3, 2018 European Urban Logistics: When, Where and How
December 18, 2017 U.S. Real Estate Strategic Outlook “Mark-Up”
November 16, 2017 2017 Autumn Global Real Estate Strategic Outlook
November 9, 2017 Japan Real Estate, Fourth Quarter 2017
October 4, 2017 2017 Mid-Year U.S. Real Estate Strategic Outlook
October 4, 2017 2017 Mid-Year Europe Real Estate Strategic Outlook
October 4, 2017 2017 Mid-Year Asia Pacific Real Estate Strategic Outlook
September 14, 2017 U.S. Property Performance Monitor, Second Quarter 2017
August 21, 2017 Japan Real Estate, Third Quarter 2017
June 23, 2017 Regional Economic Maps, June 2017
June 14, 2017 Medical Office: A Value Proposition for Today’s Real Estate Portfolio, May 2017
June 1, 2017 Property Performance Monitor, First Quarter 2017
May 11, 2017 Japan Real Estate, Second Quarter 2017
April 26, 2017 Global Real Estate Strategic Outlook, March 2017
February 13, 2017 Japan Real Estate, First Quarter 2017
January 4, 2017 Regional Economic Maps, December 2016


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An investment in real estate involves a high degree of risk, including possible loss of principal amount invested, and is suitable only for sophisticated investors who can bear such losses. The value of shares/ units and their derived income may fall or rise. Any forecasts provided herein are based upon DWS’s opinion of the market at this date and are subject to change dependent on the market. Past performance or any prediction, projection or forecast on the economy or markets is not indicative of future performance.

For purposes of ERISA and the Department of Labor's fiduciary rule, we are relying on the sophisticated fiduciary exception in marketing our services and products, and nothing herein is intended as fiduciary or impartial investment advice unless it is provided under an existing mandate. There can be no assurance that investment objectives will be achieved. Not all products are available in all jurisdictions.

Last Updated: 4/19/2018