Real Estate Equities

The case for a long/short investment strategy

PABLO URRETA, SENIOR PARTNER, HEAD OF RESEARCH & PATRICK GHALI, MANAGING PARTNER & CO-FOUNDER, SUSSEX PARTNERS
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Real estate has an important role to play in any diversified portfolio. Global real estate has performed well historically, returning 7.5% p.a. over the 15 years to the end of 2015. It has typically provided a high income return component (over 80% of total return from income and 6.1% p.a. income return over the same period) and can provide inflation protection, making it a desirable asset class for investors and a core, though often overlooked, part of a mixed asset portfolio (see Fig.1). Critically,...

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