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Profiting from Sustainable Growth – Institutional Real Estate Letter (March 2010)

Mon,March 1, 2010
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At the start of 2009, very few investors could have predicted the strength of the recovery of listed real estate securities. Developers, particularly in China, Hong Kong and Brazil, were among the first to recover on the back of a rapid improvement of the housing environment and, in some cases, distressed valuation levels.

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