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Introducing the REITs 3.0 Flywheel
Explaining the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth could generate value for investors.

Supply Chain Crisis Fuels Insatiable Demand for Warehouses
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.

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.

Right Here, Right Now: Growth Opportunities in Real Estate
Assessing opportunities created by the “reopening rotation” trade in REITs.