The latest edition of An Economist and A Financier examines the recent performance of listed real estate stocks, and analyses the meaning of the latest GDP and employment figures for commercial real estate supply and demand.

Excerpt from the Financier’s View – please click here to read the full post.

“Much has been made of the rally in real estate stocks…one might describe the current environment as quantitative easing in action… risk are to the upside in real estate – albeit towards the quality end of the spectrum.”

Excerpt from the Economist’s View – please click here to read the full post.

“A palpable sigh of relief at Q1 GDP estimates hides a mixed bag for real estate performance. Reasonable retail and employment growth figures, combined with the continuing depression in construction completions, could mean a gradual correction of supply/demand balance for commercial property.. and the prospect of a return to rental growth.”