All Listed Markets & REITs articles
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White papersNon-traditional property types are no longer niche – they are the future of commercial real estate
REITs have spearheaded the growth of real estate investors into non-traditional property types. The U.S. institutional private real estate market is also rapidly expanding into these property types and we anticipate a material allocation to non-traditional properties in the future.
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White papers
REITS and Rates
History suggests that real estate securities can be an attractive investment if you expect inflation and rates to go higher.
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White papers
Asia Pacific on the Move Back Towards Everyday ‘Real’ Life - Martin Currie a Franklin Templeton specialist investment manager
Martin Currie explores the economic rebound, willingness to get back to everyday life and impact on Real Assets.
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Asset Manager News
GLP J-REIT Issues First 20-Year, Ultra-Long Sustainability Bond in J-REIT Market
GLP today announced that GLP Japan Real Estate Investment Trust (“GLP J-REIT”) (TSE: 3281) has raised JPY 5 billion (approximately US$46 million) with the issuance of 20-year sustainability bonds. The offering is the first ultra-long sustainability bonds with a 20 year term in the J-REIT market.
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White papers
Combining equity and fixed income listed infrastructure ‒ approaches and outcomes
Listed equity infrastructure has a number of distinctive properties from the rest of listed equities, which justifies its consideration from investors. However, a combination of listed infrastructure equities and listed fixed income infrastructure provides investors with a wider choice of vehicles and investment strategies.
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White papers
Impact investing: How private and listed markets offer choice for investors seeking positive change
Impact investing is helping investors tap into key financial markets megatrends while addressing some of our most important sustainability challenges.
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White papers
COVID-19: The beginning of the end
The world has watched with despair as Covid-19 continues to spread, but 2020 is ending with a burst of hope that 2021 will mark the beginning of the end of a global battle against the pandemic.
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White papers
Signals, trends, and the outlook for public REITs
It is no secret that COVID-19 has had a particularly adverse impact on global real estate markets. While a narrow portion of global equities have benefited from the pandemic environment, such as technology and communication services stocks, global REITs have lagged along with other more cyclical areas of the equity markets. Year to date, the FTSE EPRA/NAREIT Developed Index has fallen 11.59%, compared to a 9.31% increase for the broader MSCI World Index.
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White papers
Blog | Listed infrastructure: the winners and losers since COVID
The pandemic has tested the resilience of many asset classes and strategies in 2020. More lockdowns are being issued around the globe, which is putting pressure on companies that need free movement of people and goods. Listed infrastructure has historically provided a safer haven during market turbulence and it faired relatively well during the sell-off in March, despite movements of people being drastically limited.
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White papers
Income investing: The return of Goldilocks and the three bears
The Goldilocks environment is back, but bears are lurking in the shadows. Francois de Bruin explores the risks and opportunities that need to be managed to get outcomes that are “just right”.
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White papers
Life Sciences Real Estate: Opportunity in the Midst of a Pandemic
In recent years, purpose-built commercial space for life sciences research and development (R&D) has been an outperforming alternative property type more frequently pursued by real estate investors. Clarion Partners believes life sciences industry clusters are creating more prosperous U.S. cities, while occupancy and rent growth trends have been robust for property owners.
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White papers
Private real estate versus REITs – which performs best over the long term?
Expectations that private real estate outperform listed real estate over the long-term don’t tally with our findings, but investors should understand what’s behind the differences.
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White papers
Extreme makeover – Changing the face of REITs
At the height of the first wave of the COVID-19 pandemic, the listed real estate sector looked in need of an extreme makeover. Prices of real estate investment trusts (REITs) tumbled more precipitously than those of other asset classes as markets assumed the most pessimistic outcomes of restrictions on movement and lockdowns.
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White papers
Opportunities in Asia Pacific REITS
Amid the COVID-19 pandemic, the Asia Pacific region is proving to be resilient for investors looking to capitalise on its structural growth. Real estate investment trusts (REITs) remain in favourable territory protected by relatively high yields and stable dividends. Their relative stability and the higher visibility of dividends in the REIT sector has helped them outperform the overall market during periods of rate cuts and slow economic growth. As economies and trade continues to recover we believe the region’s real estate investment trusts will prove alluring to investors seeking an income generating alternative asset class.
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White papers
Blog | ESG reporting and the REIT market
The percentage of real estate investment trusts, or REITs, that publicly report on ESG efforts and outcomes has increased significantly in recent years, according to new insights from global index provider FTSE Russell and the National Association of Real Estate Investments Trusts (Nareit).
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White papers
Blog | Listed infrastructure equity still offering robust yields
Last year we published a report on consideration for investing in infrastructure but since then the world has changed. The COVID market crisis is unusual in many respects, including its impact on infrastructure, where traditional investment paradigms are being tested.
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White papers
Asian Real Estate – A Rare Combination of Higher Yield, Growth and Diversifications
Central Banks are expected to continue at a time when yield orientated assets are under yet more pressure, investors would be wise to re-assess the case for Asian real estate securities.
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White papers
A Strategic Investment Case for Core European Property
COVID-19 has devastated global economies, challenging existing paradigms for investors attempting to navigate uncertain times. While identifying investment opportunities is challenging given the dislocation to the economy and capital markets, we examine key attributes of core European real estate and ascertain that a strategic case can be made for its consideration in long-term investment portfolios.
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White papers
COVID-19: Caution is the playbook halfway through the year
More than half-way through what has been an unprecedented and eventful year, now is a good time to take stock of the state of the world economy. It is certainly fair to say that the COVID-19 pandemic is an exogenous shock most forecasters would have struggled to foresee and qualifies as a classic “black swan” event with a very long fat left tail.
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White papers
A Roadmap for Real Estate Allocations
Investors who allocate across both listed and private markets may take advantage of complementary opportunities at various stages of a recovery cycle
