Portfolio Construction Forum: Global REITs are the new world’s most overlooked opportunity

February, 2026

Portfolio Construction Forum: Global REITs are the new world’s most overlooked opportunity

While investors chase the latest market darlings, Global REITs – an asset class with a proven long-term track record of competitive returns and reliable income – have become arguably the new world’s most overlooked asset class. The valuation disconnect between REITs and broader equities is at levels only seen during the GFC, yet the underlying real estate fundamentals tell a very different story. A global undersupply of housing is driving persistent rent growth, an ageing population is fuelling demand for healthcare and senior living properties, and new construction across key sectors is falling, setting up well-capitalised landlords to benefit from tightening supply. For investors willing to look past short-term sentiment, this whole new world of disruption has created arguably the world’s most overlooked asset class – it’s time to ‘buy-the-dip’ in high quality global real estate.

This presentation by Resolution Capital Managing Director, Sonia Luton, was delivered in February 2026, at Portfolio Construction Forum Markets Summit.

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