For investors, the recent decline in retail property performance might suggest opportunity for acquiring property at distressed pricing. The challenge for such investors is to identify discounts associated with the Covid-19-induced recession versus discounts associated with the structural distress in the retail sector. Investors might similarly expect distressed opportunity to … [Read more...] about Not all property recessions are the same
Despite the recent second wave of COVID-19 cases globally, there are reasons to be optimistic about growth prospects in 2021. Several vaccines and treatments, including from Moderna and Pfizer/BioNTech, have shown highly effective trial results and are expected to be in mass production and distribution over the next few months. With these stunning medical breakthroughs, the end … [Read more...] about Income with growth in 2021: Commercial Property?
Compared to almost all its peers in Europe, Ireland faces a unique challenge over the coming decades, one that goes a long way to explaining its housing challenges in recent years. Unlike any other country in Europe, Ireland will have faster population growth in the 21st century than in the preceding 150 years. Ireland has moved from losing 5% of its population on average every … [Read more...] about Ireland, the outlier: Mega-trends and the housing shortage
Investors in several Irish property funds received news in January that valuations were being reduced by c.8% and withdrawals or switches from certain funds were being suspended for up to six months. The funds in question are well managed with high quality assets. However, fund suspensions happen from time-to-time, usually in times of market turbulence like the Global … [Read more...] about Property investing and fund suspensions
“It’s tangible, it’s solid, it’s beautiful. It’s artistic, from my standpoint, and I just love real estate.” - Donald J Trump There is $8 trillion worth of institutional-grade commercial property in the world today according to a recent research paper by the benchmarking agency MSCI. Much has changed in recent years: the availability of a wider and more flexible variety of … [Read more...] about Investor’s guide to Global Property investing