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  • 标题:The Effect of Lock-Ups on the Suggested Real Estate Portfolio Weight
  • 本地全文:下载
  • 作者:Martin Hoesli ; Eva Liljeblom ; Anders Loflund
  • 期刊名称:International Real Estate Review
  • 印刷版ISSN:1029-6131
  • 出版年度:2014
  • 卷号:17
  • 期号:1
  • 出版社:Asian Real Estate Society, Global Chinese Real Estate Congress
  • 摘要:

    We test relative illiquidity, exemplified through a temporary lock-up, as a partial explanation for the gap between theoretical and empirical weights for real estate in a multi-asset portfolio. Since asset correlations are known to increase in bear markets, which reduce their diversification benefits, the ex-ante knowledge of a lock-up in an asset class that offers diversification benefits in bull markets (Hung et al., 2008) may reduce the optimal weight that an investor wishes to put in it ex-ante. By using dynamic multiperiod portfolio policies by Brandt and Santa-Clara (2006), and introducing a lock-up in line as per de Roon et al. (2009), we study the effects of a partial lock-up on the weight for REITs in a U.S. stock and bond portfolio. We find support for our prediction, in the form of lower weights for the illiquid asset once a lock-up is introduced.

  • 关键词:Asset Allocation; Illiquidity; Lock-Up; Multi-period Portfolio Optimization; REITs
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