Warehouse visits evidence the strength of demand and rental growth potential for logistics real estate.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
With low debt levels, diversified assets, and attractive valuations, public real estate investment trusts appear well positioned.
Tim Gibson, Co-Head of Global Property Equities, responds to key questions around the sector and explains why today’s pessimism could actually be an enticing opportunity for investors this year.
Public real estate appears well positioned heading into a period of tighter credit conditions.
Public REITs and private real estate are two seemingly different universes that converge after adjusting for timing.
The Global Property Equities Team discuss the opportunities in listed real estate now and the key considerations for investors in the year ahead.
A dispersion in returns between private and public real estate is strengthening the case for listed property.
Why listed REITs now make a more compelling investment proposition given the reduction in leverage.
Pricing power in real estate is a key differentiator in uncertain times.
Providing context to news of Amazon’s warehouse slowdown and the implications on the industrial real estate sector.
A discussion of REITs’ performance to date, stagflation concerns and the impact of rising costs on the sector.