Why Real Estate?

What are the benefits to having an allocation to commercial real estate within an overall portfolio and why should investors consider such an allocation? This is still a question commonly faced by investment managers, consultants and investors alike. The slide deck accessible at the link below presents a brief outline of standard arguments in favor of a real estate allocation along with illustrative numbers updated on a continuing basis, and with links to more detailed resources available to members on the PREA website.

Common arguments in favor of a real estate allocation include:

  • Good returns with relatively low volatility
  • Income generation
  • Diversification
  • Inflation hedge
  • Important component of the investable universe

 

    Why Real Estate? — 2Q 2023

AEW

Affinius Capital

DRA

Fairfield

Lasalle

TA Realty

TGM

UBS

Yardi