Apart from relative valuations, there are other key reasons to favour public over private REITs for forward-looking investors.
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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.
The Global Property Equities Team discuss the opportunities in listed real estate now and the key considerations for investors in the year ahead.
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.