March 23, 2021

In light of COVID-19, INREV has published the third Market Insights report of 2020, canvassing views from the membership to assess the dynamics and business-oriented consequences for the industry.
Key highlights:
- Returns reverted to positive territory in Q3 2020, with the Asset Level Index quarterly total returns improving to 1.20%
- Most geographies posted positive total returns in Q3 with Germany performing the best, with a quarterly total return of 1.82%.
- Industrial / logistics posted the strongest quarterly total return among all sectors of 3.38% in Q3 2020.
- The application of material uncertainty clauses or equivalent decreased to 27% of the respondents to the INREV Valuations questionnaire
- Rent collection has improved for both open and closed end funds and across all sectors
- More employees have returned to working full-time from home as the second wave of COVID-19 hits Europe.
Download the Market insights December 2020 report and the COVID-19 Sentiment and Valuation Survey Q3 2020 Infographics
Downloads
Market Insights 2020
Published on 16 Mar 2021
Over the four quarters of 2020, INREV canvassed views from the membership to assess the dynamics and business-oriented implications for the industry. A questionnaire on the impact of COVID-19 on valuations was issued in Q1, Q2, Q3 and Q4 followed by a sentiment survey. Results of the questionnaire and the sentiment survey have been used to create a snapshot for members.
COVID-19 Sentiment and Valuations Survey
Published on 16 Mar 2021
A monthly member sentiment survey first conducted in May 2020 to understand the impact on investment plans, operations and expected market performance.