CFA Lecture

Real Estate & Covid-19: Secular trends are accelerating while driving differentiation of credit quality


COVID-19 has exacerbated existing structural changes in real estate and increased differentiation across asset classes. With hotels and retail facing immediate credit challenges, offices may face structural change in the medium term. Logistics may well emerge as the winner from e-commerce while residential remains a defensive sector and low interest rates for longer should continue to support sector’s liquidity despite economic uncertainty.

The participants will receive the zoom link for the webinar 2-3 days prior the event.