Public REITs and private real estate are two seemingly different universes that converge after adjusting for timing.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The Global Property Equities Team discuss the opportunities in listed real estate now and the key considerations for investors in the year ahead.
Reasons for the weakness in European property equities this year and how much this has already been priced into the market.
Property equities, including listed property companies and real estate investment trusts (REITs) offer investors a liquid, diversified and low-cost way of accessing the global real estate market.
A dispersion in returns between private and public real estate is strengthening the case for listed property.
A discussion on mortgage-backed securities in the latest episode of our Global Perspectives podcast series.
Listed REITs look compelling given the reduction in leverage, while the longer term, largely fixed rate debt structure reduces exposure to rising rates.
Pricing power in real estate is a key differentiator in uncertain times.
What are the implications of Amazon’s warehouse 'slowdown' on REITs?
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.