Political and economic uncertainty Impact on Real Estate Investment Performance Presentation Slides.pdf

Chair: Sue Forster, Chief Executive, Investment Property Forum Speakers: Matthew Hopkinson, Managing Director, Didobi Seda Peksevim, Managing Director, Pension Research & Consulting StephenRyan, Associate, Didobi Anna Walker, Global Head of Seerist Content, Control Risks Tobias Wellner, Associate Director, Global Issues, Control Risks This webinar presents the findings from the following projects, which were undertaken with grant sponsorship from the IPF Research Programme: 1. Global Capital Flows in a World of Increasing Nationalism and Protectionism: 2025 Update In 2019, the IPF commissioned Control Risks and Didobi to consider what a more nationalist and protectionist world may look like and what repercussions this could have for real estate investors. The IPF awarded a research grant to the same research team to undertake a review of how their expectations in 2019 compare with actual events some five years on. The researchers also looked ahead to 2030 and make five key recommendations as to how to investors can gain most from market participation in changeable political and economic circumstances. 2. Real Estate Exposure and Investment Performance of Pension Funds: Evidence from OECD Countries The research by Pensión Research & Consulting examines the relationship between pension funds’ real estate allocations and their investment performance using data from 12 OECD countries over the period 2007–2023. The study investigates whether greater exposure to real estate is associated with improved pension fund performance and whether this relationship remains stable across different macroeconomic environments and periods of financial stress.

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