All Listed Markets & REITs articles
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White papersOpportunities in listed REITs today: Outlook for the months ahead
Listed REITs have faced headwinds the past 18 months, with stickier-than-anticipated inflation requiring continued hawkish bank rhetoric, increasing upward pressure on bond yields and negative pressure on real estate values and REIT stock prices.
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White papersRecent CRE transactions signal listed REIT strength
Listed REITs are now in a position to provide liquidity to the broader commercial real estate market.
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White papersCredit crisis? Why this time may be different for REITs
“Credit crisis” and “banking stress” are dominating headlines and creating uncertainty for capital markets. Real estate is a capital-intensive industry and depends on well-functioning capital markets to thrive.
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White papersListed Infrastructure: A timely complement to unlisted infrastructure
Since its emergence as an asset class in the 1990s, infrastructure has increasingly featured as a distinct allocation within institutional investment portfolios. Traditional infrastructure assets typically share specific attributes that support the delivery of steady investment returns throughout an economic cycle.
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BlogThe Surprising Lack of ESG in ESG-Labeled Real Estate Bonds
Our analysis of “requalified” bonds and REIT issuances, with proceeds allocated to purchasing green buildings, suggests they don’t provide the positive impact ESG investors are seeking.
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White papersThe Investors Have Left the Building
Is money rushing to exit from non-traded real estate because there is more attractive value in listed real estate?
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White papersWhy we see favorable entry points emerging for REITs
Listed REITs have likely priced in a recession; Our analysis points to a recovery next.
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White papers2023 Global Public Real Estate Outlook Report
Hazelview Investments has released its 2023 Global Public Real Estate Outlook Report! Taking a forward-looking viewpoint and leveraging lessons learned from previous recessionary cycles, our Global Securities team provides insight on what we can expect in 2023 and spotlights companies we believe will deliver outsized returns.
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White papersPrivate and listed infrastructure: The case for a complete portfolio
Investors appear to be struggling to deploy capital to meet existing allocation goals due to the challenges managers face in putting money to work in the private infrastructure market.
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White papersRecession and the roadmap for listed and private real estate
We see an economic backdrop that will create an opportunity for strong vintage returns for both listed and private real estate. Both cyclical and secular shifts are likely to create investment opportunities, and we think allocating across both private and listed real estate will be critical.
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White papersSDG Engagement Equity Q3 2022 case study
ROIC is the largest publicly-traded, grocery-anchored shopping centre real estate investment trust (REIT) focused exclusively on the west coast of the US.
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White papersCapital with purpose – impact investing in listed equities
Faced with complex global issues like climate change the definition of impact investing needs to expand. Our Global ESG Equities Team argue the case for making a positive difference through investment in public equities.
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White papersA Tactical Opportunity for a Strategic Allocation: REITs on sale for investors
As we exit the second quarter of 2022, the listed real estate market presents an unappreciated opportunity for investors. REITs are down in line with broad markets despite superior trends in fundamentals, with long-term characteristics that are well-suited for today’s outlook.
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White papersRising rents matter more to REITs than rising rates
Despite the prospect of near-term volatility, REITs are well positioned to help mitigate higher interest rates, sticky inflation and challenging economic conditions, in our opinion.
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WebinarRecession and Inflations - Historical Lessons
Managing Partner and Head of Global Securities, Corrado Russo walks though how REITs have performed before, during and post the previous recessionary periods and what that might suggests in terms of expectations looking forward.
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White papersREITs: Forces aligned for growth in 2022
In 2022, REITs appear well positioned to benefit from a sustained demand recovery, the inflation-hedging characteristics of real estate, and attractive relative valuations.
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Research Report2022 Global Public Real Estate Outlook Report
After exceptional performance in 2021, we look forward to another exciting year as we seek to deliver the strong risk-adjusted returns our clients have come expect.
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White papersRecovery Gathers Further Momentum
The U.S. property market recovery continues unabated in the current economic climate. The Barings Real Estate team weighs in.
