加拿大养老基金将投资重心转移到房地产市场？

Cobra

加拿大养老基金协会正在对房地产投资做大量‘赌注’，押注房地产市场将会随着病毒预苗的普及和COVID-19的逐渐好转以及在家上班的工作人员全部回公司上班而恢复。根据加拿大养老金投资协会的数据，加拿大养老基金在2019年持有的房地产资产为2787亿美元，比2018年增长4％，成为加拿大最大的房地产所有者。投资者称因为世界经济增长在持续放缓，利率非常低，在股票市场异常动荡的同时，房地产给加拿大养老基金提供了一个非常诱人的机会，当这需要长时间的投资。

加拿大养老基金投资协会部门美洲负责人希拉里·斯潘（Hilary Spann）说：“我们正在寻找购买机会。”该公司管理着4,567亿美元的资产。截至2020年3月，CPP的房地产投资组合产生了5.1％的回报。根据世界著名投资和房地产公司(CBRE)的数据显示，由于疫情迫使很多人在家上班，加拿大的办公室空置率在2020年达到了16年以内的最高记录，13.4%， 而市中心办公室的空置率更加严重。CBRE的副主席Paul Morassutti说道‘我认为养老金已经非常明了了， 虽然有时价值会有所下降，空置率也会上升，但房地产资金占任何养老基金投资组合很大一部分。加拿大公共养老投资局常务董事Kristopher Wojtecki表示，在疫情期间，该基金一直在某些领域增加曝光率，包括单亲家庭出租或者单身公寓房地产。当时加拿大第二养老基金协会，魁北克省的储蓄所和安置所，正在采取相反的行动。 Caisse房地产子公司Ivanhoé Cambridge的发言人表示，该基金正在削减传统资产类别的敞口，并优先考虑包括物流和住宅办公楼在内的增长领域的机会。加拿大养老基金这么看好疫情期间的房地产市场，那么你是怎么认为的呢？

来源:加国易居

foolmelon

大基金不会热衷于成本高昂而且规则繁多的resdential sector，主要专注infrastructure和industrial地产。

Vanguard地产基金最大holding是American Tower，投资residential的比例非常小。

deep

OMERS boosts Asia stock bets four-fold, eyes expansion

Ontario Municipal Employees’ Retirement System almost quadrupled its stock holdings in Asia-Pacific last year and plans to keep boosting its exposure to the fast-growing region over the next several years.

“We’ve seen a rebound quicker there in a lot of the sectors and markets than elsewhere globally,” Blake Hutcheson, who became chief executive officer on June 1, said in an interview. The pension manager, known as OMERS, deployed almost $4 billion (US$3.2 billion) in the region, up from about $1 billion, he said.

Lower-for-longer interest rates have pushed pension funds to cast their nets far and wide in search for returns over the last several years. The $109 billion public-pension manager, one of Canada’s largest, plans to deploy about 20 per cent of its capital in Asia-Pacific over the next five to 10 years, with a focus on public equities rather than private assets, Hutcheson said.

OMERS, which aims to double in size in the next eight to 10 years, had less than 8 per cent of assets invested in the region in 2019, according to its annual report for that year. The fund has added 12 people to its Singapore office, which was opened three years ago.

'We would love to invest in Canada more': OMERS CEO

darwin

residential政策风险太大，没有基金会投的

投也是通过reit投。难道cpp会买100套condo然后当房东？？收租还收现金？以为是中国人呢？

wozaitaxiang

darwin 发表于 2021-1-22 11:43 AM
residential政策风险太大，没有基金会投的

投也是通过reit投。难道cpp会买100套condo然后当房东？？收租 ...

cpp好像商业和住宅都有投资。例如Richmond-Adelaide Centre，里面有他们50% ownership。