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Alternative Perspectives
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
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Investing in the Future with REITs 3.0
An overview of how real estate investment trusts (REITs) have evolved from their start 60 years ago to being an asset class that’s relevant today and beyond.
Global Perspectives: The Case for REITs in the Economic Recovery
Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.
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.
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.