Guy Barnard explains why the outlook for 2024 is looking more constructive for the public REITs sector.
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Discussion on WeWork’s recent bankruptcy from a technology and real estate perspective.
Justifications for a cautious view on the San Francisco office market.
The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.
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.
With low debt levels, diversified assets, and attractive valuations, public real estate investment trusts appear well positioned.
Renowned for its resilience, listed real estate endured a torrid 2022. The good news is the asset class may be poised for a rebound.
Public real estate appears well positioned heading into a period of tighter credit conditions.