October, 2025
Global REITs Update – Q3 2025
In our video update for the 3rd quarter of the 2025 calendar year, Portfolio Manager, Julian Campbell-Wood covers key developments in the Global REIT sector and market insights, including:
- A Q3 2025 performance summary.
- The impact of interest rate cuts potentially lowering long-term discount rates.
- Analysis of the healthcare sector including growth in outpatient medical services driving demand for facilities.
- The outlook for the remainder of 2025 and beyond, with healthy demand and potential for an accelerated earnings profile.
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