Global investment sentiment: American, Asian investors jumping back into the pool, but water still too chilly for Europeans
Members of the IREI staff and I have just finished a grand tour of the globe, consulting our Editorial Advisory Boards in the Americas, Asia Pacific and Europe, as we always do at this time of year. In the process, we heard from 75 investors collectively controlling $3.5 trillion in total assets under management, $326 billion of which represented their collective investments in real property holdings around the globe.
In the process of preparing for these meetings, we typically ask investors to submit a list of questions they would like to discuss. And to help stimulate their thinking and focus their thoughts, we ask them to limit their answers to the burning issues that are keeping them up at night.
An analysis of the questions they submitted can give one a great deal of insight into what is on investors’ minds these days.
A myriad of burning issues
Not surprisingly, for example, investors around the globe uniformly are c