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What does a higher oil price mean for real estate?

Joachim Kehr
Joachim Kehr • 3 min read
What does a higher oil price mean for real estate?
There are “extenuating circumstances” that should soften the impact on real estate if interest rates do end up rising, says Joachim Kehr, Asia-Pacific head at CenterSquare Investment Management. Photo: Bloomberg
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That was the first question in almost every investor meeting during last week’s visit to Taiwan.

A higher oil price generally means higher inflation, which generally means higher interest rates. And when interest rates go up, real estate goes down.

However, we wouldn't be particularly good real estate investors — and clients would’ve regretted agreeing to an hour-long meeting — if we didn’t have a little more to add.

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