MSCI Real Assets

Learn how real estate is pricing from our latest price index, read up on the state of distress across US property markets and register for our upcoming events– all from the October Monthly Newsletter.

Distress in the world’s largest #commercialproperty market increased further in the third quarter, though at the slowest pace since the end of 2022, MSCI Mortgage Debt Intelligence data showed. Read the latest #MSCIResearch findings on financial trouble in the U.S. #CRE market: http://ms.spr.ly/6049WR4GN Clients can access the full US Distress Tracker report via the MSCI Real Capital Analytics website. Read the report (login required): http://ms.spr.ly/6040WR4G4 #CREdata

Australia's #commercialproperty market continued on its path to recovery with a second consecutive quarter of growth in deal activity. The transaction total for Q3 2024 was 11% ahead of Q3 2023, the latest edition of Australia Capital Trends showed, and there is a multibillion-dollar pipeline of pending deals. Dealmaking in Australia's office market has restarted, aided in part by price reductions from sellers. Read the #MSCIResearch report (client access only): http://ms.spr.ly/6044WRzt8 Benjamin Martin-Henry as he shares his market insights in our virtual event on November 6. Register here: http://ms.spr.ly/6045WRztD

Property dealmaking in Europe in the third quarter was about on par with 2023, with evidence growing that the worst of the downturn in activity has passed for some markets, the latest edition of Europe Capital Trends from #MSCIResearch showed. Germany and France continued to lag the improvements seen in the U.K., Italian and Nordic markets, meanwhile investment in offices faded further. Read the report (client access only): http://ms.spr.ly/6048Wu9fn Not yet a client? Tune into our virtual event on November 7 when Tom Leahy and Will Robson share insights on the latest trends. Register here: http://ms.spr.ly/6049Wu9fX

Join the Real Estate in Focus webinar: APAC on 14 November Benjamin Chow will discuss whether the US Federal Reserve’s recent interest rate cuts have impacted commercial real estate deal flow in Asia Pacific. Register here: http://ms.spr.ly/6049mxYy5

The U.S. commercial property market continued its gradual recovery in the third quarter as deal activity matched levels of a year ago, the latest edition of US Capital Trends from #MSCIResearch showed. Prices were largely still in retreat, with the #RCACPPI US National All-Property Index slipping 1.9% and only prices for industrial properties growing relative to a year earlier. In Q3 2023, the all-property index had been falling at a near-10% rate. Read the reports (client access only): http://ms.spr.ly/6046WHjHq Not yet a client? Tune into our virtual event on October 29 when our experts share insights on the latest trends. Register here: http://ms.spr.ly/6047WHjHS

With interest rates coming down, will real estate dealmaking rebound in Q4 ? Join the Real Estate in Focus webinar: Europe on 7 November, as Will Robson and Tom Leahy explore the latest insights on the European commercial real estate market. Register here: http://ms.spr.ly/6049mxc7D

A big thank you to everyone who joined us at Expo Real last week and participated in our Healthcare Investor Meeting! This asset class has emerged from its niche status and, despite challenging market conditions, has demonstrated a high level of resilience. The steadily growing sample allows for increasingly detailed comparisons, both between the segments of the asset class and across Europe. Please contact us to access the materials from our live presentation - https://lnkd.in/eHcjJuwB

As interest rates decline, will real estate dealmaking see a rebound in Q4 in the US? Join the final edition of our 2024 series Real Estate in Focus: US webinars on October 29. You’ll take away a deeper understanding of emerging trends and opportunities in US commercial real estate and unique insights from our research experts Jim Costello, Bryan Reid, and Alexis Maltin Secure your place: http://ms.spr.ly/6047mxcUR

Not every lender in U.S. #commercialproperty is at risk over their exposure to the sector. #MSCIResearch illustrates how the timing of loan originations and the property types of the collateral can make a difference for lenders. http://ms.spr.ly/6041m0omS #CREdata #riskmanagement