Portfolio Managers, Greg Kuhl and Danny Greenberg, discuss how real estate investment trusts (REITs) have held up through the pandemic and explain why they believe the asset class is positioned for growth as economies reopen.

Key Takeaways

  • We see three potential benefits of investing in listed REITs are diversification, dividends and dependable growth.
  • COVID accelerated many long-term trends such as the proliferation of e-commerce, which was already shaping commercial real estate pre-pandemic.
  • Innovation in established property types such as industrial space, and growth in newer property types such as lab space and gaming, make it an exciting time to invest in REITs.

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