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Research - JULY 1, 2020

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PGIM Real Estate releases midyear global outlook research report

by Andrea Zander

For many investors, when it comes to meeting long-term performance objectives, it will be more important to maintain a focus on how the impact of COVID-19 plays out more gradually, looking for shifts in the ways the global economy, societies and supply chains interact with the built environment, according to  PGIM Real Estate’s midyear global outlook research report, Real Estate During a Crisis.

Portfolio strategy needs to strike a balance between a need for defensiveness given elevated near-term uncertainty, the prospect of a cyclical rebound generating value growth from a low base and opportunities arising from shifting structural trends. Attractive investment themes can be grouped as follows:

Accelerated structural trends, including rising online sales demand that translates into logistics requirements and a need to increase provision of modern, affordable housing units in and around major cities Defensive focus on assets with secure cashf
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