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Alternative Perspectives
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
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Global property: durable cash flows more important than ever
Pricing power in real estate is a key differentiator in uncertain times.
Amazon warehouse slowdown news is overblown
What are the implications of Amazon’s warehouse ‘slowdown’ on REITs?
How is global real estate faring amid inflation and growth concerns?
Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.
Global Perspectives Podcast: How much is stagflation a concern for REITs?
Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
REITs 3.0: let’s talk about scale
Portfolio managers Greg Kuhl and Danny Greenberger examine the competitive advantages afforded by scale in the REITs sector.
Global property equities: evolving for the better into 2022 and beyond
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.
Introducing the REITs 3.0 flywheel
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.
Supply chain crisis fuels insatiable demand for warehouses
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.
Investing in the future with REITs 3.0
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.
Inflation and property equities – time to get ‘real’
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.
ESG in COVID times: doing the REIT thing
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.