Research Briefing
We believe that developed market real estate investment trusts (DM REITs) are poised for a sustained period of positive performance...
REIT
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Research Briefing
We think that global real estate investment trust (REIT) prices will continue to grow in H1 on the expectation that...
Research Briefing
We move to a modest overweight on risk assets this month as we have become more optimistic on the global...
Looking at the commercial real estate sector in 2024, we see five key themes that are likely to dominate the...
Research Briefing
After a difficult 2023, we think five key themes will shape the outlook for commercial real estate next year.
Research Briefing
We think that eurozone and US REIT prices will rise in H2 as inflation falls and interest rates peak. In...
Research Briefing
We expect real estate values to correct sharply in 2023, but pressure should gradually alleviate as policy rates peak.
Research Briefing
Soaring debt costs across advanced economies threaten to push commercial real estate markets into distress. DM REITs are likely to...
Research Briefing
We think the REIT market has overcorrected despite the headwinds from higher energy prices and inflation this winter. Global REIT...
