In this video update Julian Campbell-Wood, Global Portfolio Manager discusses the performance of the Global REIT sector in the context of sound underlying operating conditions for real estate and secular demand trends driving certain real estate sectors.
Other topics covered in the update include:
- Inflation protection of real estate
- REIT capital structures
- Economic relevant real estate – ‘Beds, Meds & Sheds’
- Stock Story – US Retail REIT – KIMCO Realty
- REITs trading at a discount to underlying Gross Asset Values.