JP Morgan s Waller: Companies can t just reduce their office space by 40%
Real estate opportunities still exist, manager claims
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Philip Waller of J.P. Morgan Asset Management
Investors should not disregard opportunities in the real estate market, despite upheaval caused to the high-value office space sector as a result of the pandemic, according to JPMorgan Global Core Real Assets (JARA) portfolio manager Philip Waller.
Launched in September 2019, JARA invests in a globally diversified portfolio of more than 700 individual core real assets and achieved its first-year dividend target of 2% to 3% in the first three dividends it has paid to shareholders.
Waller said that while corporate use of office space is evolving, companies will still need a physical location even with many employees still working from home.
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