nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
Insights
With European real estate values expected to bottom in 2024 and listed REITs discounting an overly pessimistic scenario, there is an opportunity to re-engage with the asset class.
Why public REITs are poised for better times as central banks end the rate hiking cycle.
A review of how listed property has fared and why 2024 may be a more favourable backdrop for the sector.
Guy Barnard explains why the outlook for 2024 is looking more constructive for the public REITs sector.
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.