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)


Resolution Capital Limited ABN: 50 108 584 167 AFSL No. 274491.

This communication was prepared by Resolution Capital Limited (“Resolution Capital”). The information in this communication is for general information purposes only. Information in communication is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. This communication has been prepared without taking account of any person’s objectives, financial situation or needs, and because of that, reliance should not be placed on the information in this communication as the basis for making an investment, financial or other decision. Any opinions or forecasts reflect the judgment and assumptions of Resolution Capital and its representatives on the basis of information at the date of publication and may later change without notice. Any projections contained in this communication are estimates only and may not be realised in the future. Returns from investments may fluctuate and past performance is not a reliable indicator of future performance. Resolution Capital believes the information contained in this communication is reliable, however no warranty is given as to its accuracy and persons relying on this information do so at their own risk.

Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Resolution Capital Limited.