Webcast: REITs in 2022: Inflation and secular growth opportunities

Resolution Capital’s Founder and Chief Investment Officer, Andrew Parsons discusses the outlook for the global listed property sector in 2022, key investment opportunities and the listing of the flagship Resolution Capital Global Property Securities Fund (Managed Fund) (ASX:RCAP), which is now the only active Global listed property ETMF available to investors on the ASX.

 

Key takeouts of the webinar:

      • Real estate in key locations with favourable supply and demand characteristics can provide pricing power and inflation protection
      • Positive operating conditions for global listed real estate in 2022 with tenant demand rebounding
      • We continue to see REIT sectors benefiting from secular growth tailwinds outperforming and the current portfolio positioning reflects this:
        • BEDS: Housing shortage: Rental homes/apartments, MHC’s
        • MEDS: Ageing population: Senior Housing/Life Science (including an interview with the CEO of US Healthcare REIT Welltower)
        • SHEDS: E-commerce: Logistics, Data Centres and Self Storage (including an interview with the CEO of UK Self Storage REIT Big Yellow Group)

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