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Research

Second Quarter 2008 Market and Economic Commentary


A review of the second quarter global economic landscape and a forecast for the remainder of 2008. (8/1/08)

Why Invest In U.S. Commercial Real Estate When Capital Markets Are In Turmoil?


In our latest Real Estate white paper, Martha Peyton, Head of Global Real Estate Research, looks at investing in the U.S. commercial real estate market in this time of uncertainty and turbulence. (7/22/08)

First Quarter 2008 Real Estate Quarterly Highlights


The Global Real Estate group of TIAA-CREF Asset Management reviews the first quarter of 2008 and shares their outlook for commercial real estate. (5/16/08)

First Quarter 2008 Economic Commentary


A review of first quarter global economic developments and an update on 2008 expectations. (5/2/08)

Fourth Quarter 2007 Real Estate Quarterly Highlights


The Global Real Estate group of TIAA-CREF Asset Management reviews the fourth quarter of 2007 and shares their outlook for commercial real estate. (3/5/08)

Fourth Quarter 2007 Economic Commentary


A review of fourth quarter economic developments and our global economic and market outlook for 2008. (1/31/08)

Beta-Based Asset Allocation


A companion piece to the Reverse Asset Allocation whitepaper, this paper discusses the benefits of beta-based asset allocation. (1/14/08)

2007 Year-End Economic Review


A review of 2007 global economic developments. (1/11/08)

Real Estate Investment: Style and Style Purity


This whitepaper explores style definitions for real estate investment funds and how managers can demonstrate the style purity of their funds by comparing property-by property unlevered total returns with the total return distribution of the NCREIF NPI. (9/21/07)

REITS and Real Estate: A Perfect Pair


An update of a paper first written in 2005, this whitepaper examines how a combination of REITs and directly owned real estate can enhance potential returns and lower the potential risk of prototypical stock and bond portfolio. (8/27/07)

Real Estate Pricing: Fundamentals Rule


The Real Estate Research team discuss the current pricing of the real estate market in relation to other asset classes. (6/11/07)

Reverse Asset Allocation: Alternatives At The Core


In our latest whitepaper, Brett Hammond, Chief Investment Strategist, discusses the role of reverse asset allocation in a portfolio of alternative and traditional assets.  (6/11/07)

Why U.S. Real Estate For European Investors


The Global Real Estate Research team discusses the potential benefits that can be obtained by adding U.S. commercial real estate to European investors' portfolios. (3/29/07)

Investing in Office Property


Office property investments have a major influence on the overall performance of the industry benchmark - the National Council of Real Estate Investment Fiduciaries Property Index (NCREIF-NPI) and dominate institutional real estate portfolios. This paper examines some of the important considerations such as the variability of returns, the cyclical nature of the market and factors of risk. (1/25/07)

Real Estate: The Classic Diversifying Asset


During the last few years, commercial real estate has been touted as an alternative investment in the same category as hedge funds, private equity and commodities. This paper explores the similarities and differences to alternatives, as well as, the implications for handling real estate in asset allocation methodology. (12/1/06)

 Research