Key considerations for property equities investors amid the current market turmoil.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Residential REITs can offer attractive growth opportunities across a range of ‘living’ sub-sectors.
An update on the listed real estate sector amid market uncertainty.
The former Kai Tak airport redevelopment project reflects Hong Kong’s still weak residential sector.
Investment team's personal insights on being long-term investors in the listed real estate space.
Why listed real estate could make for a winning campaign now.
Geopolitical factors have a significant impact on companies, including those that are enabling AI.
The current attractive relative valuation opportunity and merits of residential REITs.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
With European real estate values expected to bottom in 2024 and listed REITs discounting an overly pessimistic scenario, there is an opportunity to re-engage with the asset class.
Why public REITs are poised for better times as central banks end the rate hiking cycle.