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January 07, 2021

January 2021 Macro Indicators

6 minutes

LaSalle Research - Narrators: Jacques Gordon, Global Head of Research & Strategy and Dan Mahoney, Managing Director &Investment Strategist

Our January Macro Indicators deck provides a summary of relative real estate performance in 2020 and an update on the pandemic, vaccine, and financial market indicators likely to drive real estate demand and pricing in 2021. The tug of war between long- and short-term drivers is itself driven by expectations for permanent vs. temporary pandemic impacts. These expectations will drive movements in the yields, prices, and indices we track each month. These macro themes are also the focus of the 2021 edition of the Investment Strategy Annual (ISA).

We highlight five key ISA themes for real estate investment in this Macro Indicators deck:

Expect the dispersion of sector returns to continue

Invest in the rise of alternatives

Anticipate changing mobility and density preferences

Differentiate and separate permanent changes from temporary shifts

Balance three styles: growth, income, and dislocation

...more