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Delay in fiscal policy a reprieve for global real estate

19 Nov 2013
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US Fed tapering will benefit most asset classes: Principal Global Investors.

US Fed tapering will benefit most asset classes: Principal Global Investors.

The delay in the US Fed tapering will likely benefit most asset classes, according to the latest Inside Real Estate report from Principal Global Investors.

The extension of the accommodative monetary policy has assisted the US REITs sector with recovering their losses, driven by Japan and the UK, despite investors shying away from the sector and increasing their exposure to cyclical stocks.

The report provides an analysis of the four quadrants from the US perspective, highlighting that even though capital market tailwinds have been given an extension in shelf life, the long term trend in Treasury rates is still upwards as monetary policy gradually returns to neutral.

Indraneel Karlekar, Head of Global Research at Principal Global Investors, is available to comment on the impacts that the US monetary policy will have on global real estate.

To read the entire report, please click here.

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