A review of how listed property has fared and why 2024 may be a more favourable backdrop for the 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.
Guy Barnard explains why the outlook for 2024 is looking more constructive for the public REITs sector.
Discussion on WeWork’s recent bankruptcy from a technology and real estate perspective.
Justifications for a cautious view on the San Francisco office market.
The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.
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.
A focus on quality is imperative within weak office markets.
Warehouse visits evidence the strength of demand and rental growth potential for logistics real estate.
With low debt levels, diversified assets, and attractive valuations, public real estate investment trusts appear well positioned.