Warehouse visits evidence the strength of demand and rental growth potential for logistics real estate.
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With low debt levels, diversified assets, and attractive valuations, public real estate investment trusts appear well positioned.
Commercial property in the headlines: advantages of public versus private real estate as credit tightens
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.
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.
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.