The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.
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.
Apart from relative valuations, there are other key reasons to favour public over private REITs for forward-looking investors.
Reasons for a more optimistic outlook for listed real estate for the remainder of the year and into 2024.
Important differences between public and private commercial real estate provide grounds for optimism.
Warehouse visits evidence the strength of demand and rental growth potential for logistics real estate.
As the market has grown and new investment structures have become available, CLOs are increasingly viewed as the link between the needs of smaller companies seeking financing and investors seeking yield.
Reasons for the weakness in European property equities this year and how much this has already been priced into the market.
A dispersion in returns between private and public real estate is strengthening the case for listed property.
What are the implications of Amazon’s warehouse 'slowdown' on REITs?
Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.
Real estate shares have been out of favour in recent years, and there are indications that listed property is currently undervalued. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl assess the indicators and explore the associated risks and opportunities.