All Listed Markets & REITs articles
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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 papers
Recession 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 papers
SDG 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 papers
Listed infrastructure – There is life after rate rises!
When it comes to discussions surrounding the nature of listed infrastructure, the most prominent and recurring debates that we’ve had with clients over the years would include the following topics:
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White papers
Capital 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 papers
A 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 papers
Rising 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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White papers
Middle East Capital Markets: Challenges and Opportunities
This brief covers the history, current characteristics, and challenges and opportunities of 10 capital markets from the Middle East: Bahrain, Iran, Iraq, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, and the United Arab Emirates. The report will give on overview of how the Middle East economies and their respective capital markets are a unique combination of extremes—from the vibrant, trade-based United Arab Emirates and resource rich Kuwait and Qatar to ones that are currently experiencing challenging times, such as Iraq and Lebanon
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Webinar
Recession 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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Webinar
The case for REITs in an inflationary environment
Join experts from Blackrock, Nareit, and FTSE Russell to understand the benefits of core US commercial real estate sectors in an investment portfolio.
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White papers
REITs: 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 Report
2022 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 papers
Recovery Gathers Further Momentum
The U.S. property market recovery continues unabated in the current economic climate. The Barings Real Estate team weighs in.
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Asset Manager News
GLP Real Estate Strategies Score High in 2021 GRESB Assessment
GLP announced today another year of exceptional results in the 2021 Global Real Estate Sustainability Benchmark (“GRESB”) assessment, the leading global environmental social and governance (“ESG”) benchmark for real estate and infrastructure investments across the world.
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Asset Manager News
M7 plans second listing on IPSX with IPO process for Bridgewater Place to commence in coming months
M7 Real Estate, the pan-European investor and asset manager, is pleased to announce that it intends to commence marketing of Bridgewater Place in central Leeds to potential investors in the coming weeks ahead of a proposed initial public offering on IPSX.
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Asset Manager News
GLP J-REIT Raises JPY 28 billion Through First Accelerated Global Offering to International and Domestic Investors
GLP J-REIT has successfully completed three public offerings over the last 12 months and achieved the highest external growth among logistics J-REITs
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White papers
The complexity premium in direct real estate
We feel real estate’s role as a source of complexity premium is underappreciated. Here’s why.
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Asset Manager News
GLP Lists Landmark $910 Million Chinese Real Estate Investment Trust
GLP C-REIT is the first logistics C-REIT listed on the Shanghai Stock Exchange
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Podcast
Making the REIT Move In Real Estate
With the virtual shift that COVID-19 placed on our society along with resulting closures of brick and mortar retail across the globe, REITs, or Real Estate Investment Trusts, may not have had their best year in 2020.
