European Real Estate in Asset Allocation: A new model for a new world

6/27/22

During the decade from 2012 to 2021, relative international geopolitical stability and quantitative easing policies generated abundant, low-cost liquidity, which was advantageous for real estate. However, the emergence of a paradigm shift, most notably in inflation or policy rates, cannot be ignored when defining a high-performance allocation strategy in the future, given current uncertainties.