All Listed Markets & REITs articles – Page 4
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PodcastMaking 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.
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White papersResiliency and diversification from uncorrelated market exposure
Diversification creates resilience — a much-needed portfolio characteristic amid market volatility and the uncertain outlook for inflation and interest rates as economies hopefully emerge from the pandemic.
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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 papersREITS 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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Research ReportA look to 2021, Hazelview’s Global REIT Outlook
Global real estate securities ended 2020 down 10.5% in local currency, lagging most other sectors, with the exception of energy and financials.
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Research ReportHazelview’s Global REIT Market Overview
As an overview of 2020, global real estate securities ended the year down 10.5%, lagging most other sectors. Within commercial real estate, the pandemic created headwinds for some property types but tailwinds for others, thus making its recovery look more K-shaped than V-shaped.
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White papersCOVID-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 papersSignals, 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 papersIncome 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 papersLife 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 papersPrivate 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 papersExtreme 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 papersOpportunities 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 papersAsian 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 papersA 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 papersCOVID-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 papersUnlocking REIT Potential Amid COVID-19
Investors remain cautious after seeing the severe impact to the lodging and retail sectors. But there’s much more to real estate and overlooking the full picture could mean missing out on the true potential.
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White papersWhat Happens After Listed Real Estate Falls?
It has been a month since the high watermark for listed real estate securities and other equities, and a week since the dam broke. Listed real estate has suffered even more than the broad market, especially in the past few days as public life began to shut down in the wake of the COVID-19 outbreak. Hotels are empty, many malls and restaurants are shuttered, and most of us are working out of our homes rather than at our offices. Even after the March 24 rally, both U.S. and global listed real estate markets are down roughly 40% from their February peaks.
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White papersCOVID-19: The re-opening gathers pace
Across the world, economies are re-opening in the aftermath of what is likely to be the deepest recession since World War II. Countries are relaxing social distancing measures in support of economic recovery but still focused on keeping hard-fought infection levels down.
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White papersCOVID-19: Damage assessment starts to take shape
Data from the economic shock caused by the COVID-19 pandemic is beginning to form a picture, and it’s an ugly one. Growth across the U.S. and Eurozone contracted more than expected in the first quarter of 2020 with the expectation that the very worst of the data will be revealed in the second quarter. Batten down the hatches for a set of what is most likely to be historically bad data in the coming months.
