Mon, Apr 24, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

German real estate offers the best opportunities at the moment, Opalesque Frankfurt Roundtable

Tuesday, July 10, 2012

amb
Sy Schlueter
From Komfie Manalo, Opalesque Asia:

German residential real estate is something which most serious investors should consider at the moment according to Sy Schlueter, fund manager of the Copernicus Fund in the latest Opalesque Frankfurt Roundtable sponsored by Eurex which took place at the Deutsche Borse in Frankfurt in June.

Schlueter said, "I have been for 25 years in equities as analyst, strategist, investment manager, but I must say that German residential real estate is still my best idea. I am not too optimistic on equity markets and not optimistic at all on government bonds, not even the so-called safe haven government bonds. For long-term investors, real estate is an asset class one should consider in general, but we all know that many markets bubbled in the last ten or fifteen years. In fact, there are only few real estate markets that have not seen a bubble and in my view only two markets worldwide can be considered substantially undervalued, and these are the German and the Japanese residential real estate market. Finding such an opportunity at our doorsteps, it was obvious that we entered it."

But he warned the domestic real estate space in Germany might enter into some bubble territory in a few years time as was experienced by other countries. St......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: Carden Capital bets on volatility[more]

    Bailey McCann, Opalesque New York for New Managers: Machine driven strategies are having a bit of a moment in the hedge fund world right now. Systematic funds have outperformed other strategies at a time when all ey

  2. Sprott AM to sell Canadian diversified fund business to management-led group[more]

    Komfie Manalo, Opalesque Asia: Toronto-based asset management company Sprott Asset Management LP (SAM) has entered into an agreement to sell its Canadian diversified fund business to a management-led group. Under the deal, the new group will have

  3. Investing - These hedge funds (and Madeleine Albright) are betting on a debt crisis, Hedge funds are upping their bets on the death of the traditional retailer, $20bn hedge fund recaps Corizon[more]

    These hedge funds (and Madeleine Albright) are betting on a debt crisis From Yahoo.com: There could be a big debt crisis brewing in places like China, India, Latin America and Africa -- and a growing number of investors are amassing war chests to cash in on the distress. Albright Capital

  4. Universities looking to defend endowments from Republican tax plan[more]

    From PIOnline.com: Some of the richest U.S. colleges are pushing back against scrutiny by Congress over the tax-exempt status of university endowments. Lobbying disclosure forms show almost two dozen schools such as Princeton University, University of Notre Dame and Cornell University are including

  5. Activist News - GAM touts 'tangible results' of turnaround as activist fight hots up, Bill Ackman not done with Herbalife, says his fight could get legs in May, Activist hedge fund CIAM says Euro Disney's buyout offer not fair for minority investors[more]

    GAM touts 'tangible results' of turnaround as activist fight hots up From FNLondon.com: GAM, the Swiss asset manager at the center of an attempted boardroom putsch by activist hedge fund RBR Capital, said its first-quarter results amounted to "tangible" proof that its management's plan f