Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.
Real estate shares have been out of favour in recent years, and there are indications that listed property is currently undervalued. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl assess the indicators and explore the associated risks and opportunities.
Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team discuss how COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective and the longer-term investment case for the sector.
Pressure to offer rent deferrals during COVID-19 lockdowns could put dividends paid by real estate investment trusts (REITs) at risk. However, it is becoming increasingly evident that some property sectors may be better able to weather the crisis, according to Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team.
In this video Guy Barnard, Co-Head of Global Property Equities, discusses how the team has been operating amid the coronavirus lockdown, the effects on the market so far, and explains why no significant portfolio changes have been warranted.
Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team provide an update on real estate markets and the implications of the coronavirus on the team’s investment decisions as the pandemic spreads across the globe.