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REITs: Potential for Innovation and Growth
How REITs fared through the pandemic and how they are positioned as economies reopen.
Location, location, location: considerations for a ‘listed’ approach to commercial real estate
Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.
Inflation and Property Equities: Time to Get “Real”
A discussion of the impact of rising inflation and interest rate expectations on listed real estate.
Right Here, Right Now: Growth Opportunities in Real Estate
Assessing opportunities created by the “reopening rotation” trade in REITs.
Real Estate Bubbles? Chance Would Be a Fine Thing….
Real estate shares have been out of favor in recent years, and there are indications that listed property is currently undervalued.
Global Real Estate: Perception Is Not Reality
Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities.
Global real estate – coming to the end of the abnormal?
Would be better if we can have a separate category for Property equities. If not, then Specialty Equities is second choice.
ESG in COVID Times: Doing the REIT Thing
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.
Three Reasons Investors Should Consider Global REITs
In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.