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The global law firm reckons conflict in Russia and political uncertainty in China is impacting the assets owned by large US real estate holding companies.
New MSCI research published this week looks at income exposure across sectors and tenant types.
The conflict has wide-ranging implications for property investment in Europe and the US, and across the capital stack.
The former CEO of VEREIT is concerned about the impact of stagnant GDP growth on the US commercial real estate market.

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