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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.
Why Office Is Not the Next Retail
How the office sector could evolve as social distancing continues and employees consider the pros and cons of working from home.
Residential Real Estate: Stay Home, Stay Safe
How COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective.
REITs The Missing Ingredient for a Holistic Real Estate Allocation
As a complement to private real estate, REITs can offer investors broader exposure to specialty property sectors that offer great growth opportunity. Learn why our experts encourage institutional investors to reassess REITs as a strategic return-enhancing asset class.
Risky Business? The Sustainability of REIT Dividends
Real estate investment trusts (REITs) able to collect deferred rent – or that have few rent deferrals in the first place – may be less likely to cut dividends during the crisis.
Global Property: Keep Calm and Invest for the Long Term
An update on real estate markets and the investment implications of the coronavirus as the pandemic spreads across the globe.
COVID-19: Assessing the Impact on Property Markets
Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.