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Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.
Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
Portfolio managers Greg Kuhl and Danny Greenberger examine the competitive advantages afforded by scale in the REITs sector.
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.
Global Property Equities portfolio manager Greg Kuhl discusses the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth can generate value for investors.
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.
Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.
Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.
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.
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.
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.
The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.