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.
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.
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.
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.
A focus on quality is imperative within weak office markets.
Warehouse visits evidence the strength of demand and rental growth potential for logistics real estate.