Publications

- March 1, 2020: Vol. 12, Number 3

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The right balance: How to play offence and defence through existing cashflows

by Mike Bryant

Supported by the low interest-rate environment, prices in the real estate market remain high despite slowing global growth, according to Partners Group’s 2020 Private Markets Navigator. Given this backdrop, Partners Group looks for off-market situations that provide the right balance between value-creation potential and downside protection through existing cashflows. In terms of sectors, the firm continues to overweight office, logistics and residential properties in most regions, while it heavily underweights retail because of the depth of the challenges in the sector.

Office markets remain solid and offer attractive opportunities

Office markets across most parts of the world are still robust, with solid rental growth and low market-vacancy rates. In fact, during the second quarter of 2019, prime office rents grew at the fastest pace since 2011. Given the advanced stage of the business cycle, signs of slowing employment growth in

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