Real Estate Investment Trusts (REITs) have staged a strong recovery since their pandemic lows. In this episode, Adam Hetts, Global Head of Portfolio Construction and Strategy, is joined by Global Property Equities Portfolio Managers Guy Barnard and Greg Kuhl to discuss the benefits offered by the asset class amid rising inflation expectations, and why an active approach is warranted in a dynamic sector with attractive growth potential.

Key Takeaways

Real estate fundamentals are strong, especially for those property types with pricing power and that are less impacted by the pandemic.

Historically, a positive relationship has existed between inflation and REITs, thanks to leases that typically have a built-in inflation uplift, boosting income.

REITs are entering a new era, with improving operational sophistication, better access to capital and more focus on sustainability, which should help drive investor returns.