Asset classes

Our View

The PDF's below are historical documents written by Aviva Investors North America (formerly Madison Harbor).  They provide a US perspective on global views of real estate investment opportunities, the markets and the broker economy*

• 1 September 2010 - Our View: Aftershocks and Imbalances
• 13 April 2010 - Our View : "The end of the beginning?"
• 31 July 2009 - Our View : Thoughts from the Global Real Estate Multi-Manager Team
• 31 March 2009 - Our View : Thoughts from the Global Real Estate Multi-Manager Team
• 28 May 2008 - Watershed Events
• 28 February 2008 - Economic evnts move beyond central bank control - commercial real estate repricing begins
• 7 December 2007 - Crosscurrents and investment challenges
• 30 August 2007 - Liquidity Crisis: A Return to Rationality
• 15 May 2007 - Correction in the credit market resulting in tightened loan underwriting standards
• 12 March 2007 - Has excess liquidity in the capital market created a commercial real estate value "bubble" ?
• 7 December 2006 - U.S. single family housing sector has peaked and is in rapid decline
• 7 September 2006 - Commercial real estate fundamentals continue to improve even though the housing sector is falling and the U.S. economy is slowing

*These documents contain historical information which may no longer be valid

Back to Multi-Manager