All Listed Markets & REITs articles
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White papersREITs 101: Unlocking the Value of Public Real Estate
In our last research article, titled “The Current Opportunity in REITs” we posited that REITs may have reached an inflection point after several years of underperformance. Building on that view, this article delves deeper into the fundamental reasons for investing in REITs, emphasizing the advantages of this unique asset class such as income generation, diversification, and inflation protection.
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White papersThe Current Opportunity in REITs
Discover why global REITs, despite recent underperformance, present a promising investment opportunity as macroeconomic conditions shift and valuations hit historical lows, positioning them for potential gains.
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White papersThe climate risk ‘hot potato’– which sector will be left with burnt fingers?
Does anyone remember Uruk, the ultra-modern city nestled amid the planet’s most fertile farmland? What about Skara Brae, the beachfront town with state-of-the-art homes, beautiful ocean views and mild weather? Nope? Well, 5,000 years ago both communities were among the world’s more desirable places to live, but the shifting climate changed things and these settlements were consigned to history.
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White papersREITs: On course for a recovery
The onset of the Federal Reserve’s rate cutting cycle is expected to serve as a major catalyst for REITs, boosting valuations as discount rates fall. Historically, REITs have outperformed during similar economic conditions, and sectors with resilient, long-term cash flows are attractive today. Investors seeking real estate exposure should see this period as a compelling opportunity to benefit from REITs’ liquidity and potential for cap rate compression.
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White papersREITs: On course for a recovery
The onset of the Federal Reserve’s rate cutting cycle is expected to serve as a major catalyst for REITs, boosting valuations as discount rates fall. Historically, REITs have outperformed during similar economic conditions, and sectors with resilient, long-term cash flows are attractive today. Investors seeking real estate exposure should see this period as a compelling opportunity to benefit from REITs’ liquidity and potential for cap rate compression.
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PodcastRates and REITs
With the rate tightening cycle largely behind us and discussions now shifting towards potential rate cuts, the time seems right to discuss Real Estate Investment Trusts. Despite REITs being perceived as bond proxies, they have the potential to offer stable and growing revenue streams from tangible assets like apartments, shops, data centers, and towers. But what is the correlation between REITs and rates in today’s environment? And how can investors seek to benefit?
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White papersReturning to REITs
As inflation declines and interest rates are cut, the future may be brightening for one of the most beaten-down U.S. equity sectors.
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White papersPerspectives: Listed REITs - Fall edition
Property sectors with lower economic sensitivity and resilient, structurally-driven demand should outperform amidst the prospect of an economic slowdown
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Asset Manager NewsHines And Simon® Break Ground On Multifamily Project In Ann Arbor, Michigan
Environmentally Conscious Development Adjacent to Briarwood Mall to be Key Component of Vibrant New Mixed-Use Destination
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White papersThe REIT place, the REIT time
With interest rates peaking, real estate investment trusts are set to leverage new growth opportunities in a shifting economic landscape.
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VideoWhy REITs are well positioned in the current market
In this Big Picture presentation at the Pinnacle Investment Summit 2024, Andrew Parsons (CIO & GREIT Portfolio Manager) discusses why REITs are in a great position to take advantage of current opportunities.
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VideoAndrew Parsons on Livewire’s Rules of Investing Podcast
What is a REIT? Why invest in a portfolio of Global REITs? And why 2024 could be an attractive entry point for an allocation to the listed real estate sector.
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VideoGlobal REITs Update – Q2 2024
In this latest quarterly video update, Chief Investment Officer and Global Portfolio Manager, Andrew Parsons outlines key developments in the Global REIT sector during the second quarter of 2024.
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White papersIG Credit: Finding Value in a More Stable Environment
Record-high yields and supportive fundamental and technical factors continue to present opportunities in IG credit amid stabilizing spreads. Slowly declining inflation and the U.S. economy’s ability to grow despite elevated real interest rates—the drivers of the U.S. Federal Reserve’s (Fed) current wait-and-see stance—have created a highly favorable environment for investment grade (IG) credit.
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White papersGlobal REITs: Out of favour, but rarely better!
The narrative on Global REIT price weakness in recent years has centred on the rapid rise of interest rates, headlines about the demise of the office, and concerns about the health of bank lending to commercial real estate. Whilst there is merit to some of these concerns, they mask the reality of a listed real estate sector in strong shape.
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VideoGlobal REITs Update – Q1 2024
In this latest quarterly video update, Portfolio Manager, Marco Colantonio outlines key developments in the Global REIT sector during the first quarter of 2024.
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White papersBack to the Future: this time REITs are better positioned
It’s fair to say REITs have not been flavour of the month for some time. The lacklustre investment flows into U.S. REIT mutual funds and ETFs shown in the chart below says it all.
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White papersThe Grey Wave – Opportunities in U.S. Seniors Housing
U.S. Seniors Housing is attracting increased investor focus due to an aging population which will provide landlords with a demand tailwind coupled with some insulation from short term economic cycles. In just the past few years, the larger seniors housing landlords have recast the relationship with their tenants, and this has positioned those property owners to benefit from similar operational improvements already seen across many other commercial property sectors.
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White papersREITs: back on track
A look at how investors might navigate the current environment with the help of listed real estate trusts.
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VideoGREITs – not drowning, waving!
Global REITs have been overwhelmed by the rapid rise in interest rates, headlines about the demise of the office, and concerns over bank lending to commercial real estate. These issues mask the reality of an industry in strong shape. With lower financial leverage, well-laddered debt maturities and diversified sources of debt, GREITs’ capital structures are well positioned.
