Commercial Property and Timing Beta

Two very good recent pieces from Research Affiliates.  One on commercial real estate (I learned a lot in this one) and the second on….factor timing!

Chart then download:

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Link to articles:

Next Season’s Meager Harvest in Commercial Real Estate 

Timing “Smart Beta” Strategies? Of Course! Buy Low, Sell High!

Website:

https://www.researchaffiliates.com