16.5

Inflation Hedging Real Estate

PYTHON PLUGIN Real Estate Hedging

Description

Strategy 16.5: Increase REIT allocation when inflation accelerates

Strategy Logic

Strategy 16.5: Real estate as an inflation hedge. Commercial real estate adjusts faster to inflation. Signal: increase real-estate allocation when inflation is rising (CPI acceleration). Use the spread between real-estate returns and inflation as signal. Expects a 'cpi' column in the benchmark data or a dedicated CPI symbol; falls back to a price-trend proxy.

Parameters

Parameter Default Value Type
cpi_symbol CPI str
inflation_lookback 126 int
acceleration_threshold 0.0 float
sma_period 21 int

Risk Configuration

Risk Parameter Value
Max Position Pct 20.0%
Stop Loss Pct 6.0%
Take Profit Pct 15.0%
Max Drawdown Pct 12.0%