It's Morning for Listed Real Estate

Listed REITs meet investors at a special moment in history, following generational hikes in central bank rates, turmoil in capital markets, and nearly two years of negative REIT returns. With current inflation rates now less than half of what they were a year ago, we believe the potential pause in the Federal Reserve rate cycle is an important catalyst for institutional investors.

When we review the asset class, we find:

• Historic discounts compared to private markets: the potential for future returns
• Resilient earnings and balance sheets: the ability to prosper in a “higher for longer” regime
• Similarities to the 1991-1997 playbook: the opportunity to ignite a cycle of accretive acquisitions

We are optimistic for the asset class and for the opportunities that we see today to outperform. We look forward to a new morning for REITs in 2024.

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Also featured in this month's edition:

Infrastructure Quarterly: Q4 2023

The latest on rising investment requirements needed to reinforce power grids and a written Q&A with Riz Malik, Co-Founder & CEO of Realfin.

The case for life sciences

The life sciences subsector presents a unique investment opportunity through its strong fundamentals, long-term structural drivers and need for in-office workspace.

Investment strategies for mixed-use environments

Sondra Wenger, Head of the Americas Commercial Operator Division, joins CBRE’s The Weekly Take, to discuss investment strategies for mixed-use environments. ?