Webcast: REIT Resurgence

Marco Colantonio (PM) and Julian Campbell-Wood (PM) discuss the recent rebound in the Global REIT sector as well as sharing insights on the current global real estate environment.


Key takeouts of the webinar:

  • North America, UK and Europe has rebounded faster given higher vaccination rates.
  • The retail sector is recovering in the U.S. with retail sales and leasing bouncing back combined with strong investment demand for necessity-based retail centres.
  • We continue to see secular growth sectors outperforming and the positioning in the portfolio reflects this.
  • Recent property market transactions highlight the listed REIT sector is continuing to trade at a discount to the direct markets. The direct market transactions provide price discovery and put the sector on sound footing as social restrictions ease and economies emerge from the pandemic.