Rightsizing CRE

Rightsizing CRE

All real estate investors are focused on the potential paths for the global economy and commercial real estate (CRE). Some are focusing on stressed tenants, shrinking rent collections, uncertain property values and surviving through the distress. Others are examining their dry powder and trolling for investment opportunities. For both types of investors, weighing the potential paths forward requires addressing three challenges: (1) the coronavirus, (2) the economy, and (3) tenant demand.

 

In a whitepaper published by A Fellowship for Internal Real Estate (AFIRE), we address each challenge as investors realign their strategies and rightsize their portfolios to respond to the “new normal.”

 

Listen to a podcast hosted by AFIRE and featuring Martha Peyton.

 

 

Disclosures
This material is to be used for institutional investors and not for any other purpose. The information included in this document should not be construed as investment advice or a recommendation for the purchase or sale of any security, loan, interest in real estate, or other investment. This material contains general information only on economic and investment matters; it should not be considered as a comprehensive statement on any matter and should not be relied upon as such. The information does not take into account any investor’s investment objectives, particular needs or financial situation. The value of any investment may fluctuate. This information has been developed internally and may incorporate third party data, text, images and other content deemed to be reliable; however, Aegon Real Assets US does not guarantee the accuracy, adequacy, or completeness of such information. Any opinions, estimates and projections included herein constitute the current judgement of the author as of the date of this document. Aegon Real Assets US has no obligation to update, modify or amend this document or to otherwise notify the reader in the event that any matter stated herein, or if any opinion, projection, forecast or estimate set forth herein, changes or subsequently becomes or is determined to be inaccurate. Diversification does not ensure a profit nor guarantee against loss.


This document contains “forward-looking statements” which are based on change to the firm’s beliefs, as well as on a number of assumptions concerning future events based on information currently available. These statements involve certain risks, uncertainties and assumptions which are difficult to predict. Consequently, such statements cannot be guarantees of future performance and actual outcomes and returns may differ materially from statements set forth herein. In addition, this material contains information regarding market outlook, rates of return, market indicators and other statistical information that is not intended and should not be considered an indication of the results of any Aegon Real Assets US-managed portfolio.


Aegon Real Assets US, an indirect wholly owned subsidiary of Aegon N.V., is a US-based investment adviser registered with the Securities and Exchange Commission (“SEC”) and part of Aegon Asset Management, the global investment management brand of Aegon Group. ©2020 Aegon Asset Management or its affiliates. All rights reserved. AdTrax: 3190981.1 GBL. Exp Date: July 31, 2022.

 

Rightsizing CRE Article AFIRE SUMMIT Summer 2020.pdf

(1.16MB) PDF

Martha Peyton, PhD

Managing Director of Real Assets Applied Research

Martha Peyton, PhD, is managing director of Applied Research for Aegon Real Assets US primarily responsible for the development and application of research to real asset strategies.

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