Commercial Real Estate as an Asset Class

Коммерческая недвижимость как класс активов
Andra C. Ghent, Walter N. Torous, Rossen Valkanov
2019-12-26

CRE indicesasset classcommercial real estateproperty derivativesreal estate investment trusts
We survey the properties of commercial real estate (CRE) as an asset class. We first illustrate its importance relative to the US economy and to other asset classes. We then discuss CRE ownership patterns over time. While the academic literature has emphasized Real Estate Investment Trusts, about two-thirds of the value of CRE is owner occupied. We next study the return properties of CRE indices and discuss what is known about the returns to individual properties. We briefly discuss CRE debt before turning to property derivatives. Finally, we consider how including CRE in a portfolio affects the portfolio's performance.
1
Approximately two-thirds of commercial real estate value is owner occupied, contrary to the literature’s emphasis on Real Estate Investment Trusts.
2
Commercial real estate debt and property derivatives are important components of the asset class’s financial structure.
3
Commercial real estate is evaluated as a distinct asset class in relation to the US economy and other asset classes.
4
Including commercial real estate in an investment portfolio has implications for overall portfolio performance.
5
The survey examines return characteristics of commercial real estate indices and summarizes evidence on returns to individual properties.

Commercial real estate (CRE) as an asset class

The economic importance, ownership patterns, return properties, debt, property derivatives, and portfolio effects of commercial real estate

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2019-12-26
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Authors
Andra C. Ghent
Walter N. Torous
Rossen Valkanov
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