Breaking into the 60/40 Portfolio with Residential Real Estate
This report describes the historical performance of owner-occupied residential real estate relative to other asset classes in inflationary periods & tightening cycles & also reveals how it can provide excess returns relative to stocks & bonds.
As mortgage rates have risen rapidly in the second half of 2022, Unison expects the national housing market to transition over the next twelve months. The effects will differ by region--our report includes the forecast.
2022 HPA projections: Unison and collated market forecasts
While Unison focuses primarily on mid to long-term forecasts of home price appreciation, we have collated the short term views from market participants on behalf of our clients given the incredible investment performance in 2021.
Owner- Occupied Residential Real Estate - the Key to Improving Institutional Real Estate Portfolios
Owner-occupied residential (OOR) real estate is both the predominant and most overlooked subsector in real estate. It also offers the lowest volatility and one of the best risk-adjusted returns among core real estate sectors.