The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.
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.
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.
Public real estate appears well positioned heading into a period of tighter credit conditions.
Public REITs and private real estate are two seemingly different universes that converge after adjusting for timing.
Reasons for the weakness in European property equities this year and how much this has already been priced into the market.