Last year created a situation in which most companies that are organically woven into the real world cannot exist without it, found themselves in a disadvantage, and sometimes tragedy: forced closure due to a pandemic, lack of earnings and non-fulfillment of debt obligations, as a result - Bankruptcy and closure. But even those companies that did not reach closure went to the decline and did not develop on the scheduled scenario.
At the same time, companies that easily adapted the business to the format of remote work, showed explosive growth. An example of such companies: domestic Yandex and American IT giants.
Nevertheless, analysts predict for one and a half or two years from a pandemic and its consequences, which means that return to previous standards of consumption. But technological companies should not be written off: if only because they proved the ability to adapt.
Another interesting condition, which created 2021, is the fall in the shares of Russian companies due to protest activity. A similar decline in a number of local reasons is observed in other countries. Of course, it is a short-term effect that allows you to profitably acquire shares of large companies at a reduced price.
As before, the ETF investments among the promotion investments are won from the point of view of stability due to its own device. For 2020 and 2021, the S & P 500 increased, although she asked in April last year.
For stability and projected profitsInvestments in commercial real estate - were, there are the most optimal scenario as a base for the formation of a conservative portfolio. Professional investors prefer to form a portfolio based on commercial real estate, because in any, even the most turbulent times, this unit remains stable due to the combination of two fundamental components - real estate and rental stream, which it creates. The rental flow corresponds to the development of the country's economy, given the level of inflation in adjusting rental rates. Of course, there is always the possibility of deviations in a large or smaller side, but it already depends on the quality of the asset management. In turn, the price of real estate is also in direct proportional dependence on rental flow and quality of service of the object. With regular real estate services and the growth of rental stream, its price over time is only increasing.
Analyzing a different kind of objects, we put forward a hypothesis, and then it was repeatedly checked and confirmed: among the commercial real estate, trading properties with a product retailer among tenants are most safe. Such an object, subject to a comprehensive examination before investments, becomes a way to save money money and increase them. It's all about closing the basic needs of buyers who are relevant to all, even the most crisis and hungry times are a request for food and essential goods. The pandemic also confirmed the conclusion - in 2020 most facilities were closed, except for grocery stores.
During the period of an unstable economy and unpredictable events in politics, society and health care, it makes sense to consider investing through the system of a closed mutual fund. This option helps to close two tasks. The first is to diversify the portfolio, acquiring a qualitative object for small attachments or breaking essential attachments to a number of objects. Second task - transparency of operations. It is the reporting system in a closed mutual fund that allows you to understand the flow of cash flow in detail.
From the news about investments in commercial real estate 2021 through closed mutual investment funds, I will note the growing interest in investment in regional shopping centers. This is due to the fact that the prices of square meters in Moscow are approaching the foreclosable, moreover, the market is overloaded with this kind of objects, and consumers are expelled by the offer. The opposite situation in the regions: people are waiting for the arrival of federal networks, and the shopping sheets here have the status of not only trade, but also leisure areas. The rental price is significantly lower. Particular attention investors are addressed to St. Petersburg, Kazan, Izhevsk, Novosibirsk and other major cities.
The General Investment Council: not to hurry and not give in to the desire to change the strategy due to external circumstances. With all the surprises of 2020 and instability of the beginning of the 2021th, the world lives according to the same economic laws that before. Neverthewes 2020, a number of lessons were taught, which investors take to armared: any negative script is a field for experimenting and new useful information.