SRVR - 2024 Listed REITs Outlook

2024-01-27 04:15:00 ET

Summary

• After lagging equities for the past two years, REITs offer an attractive investment opportunity in 2024.
• Peaking or falling yields have historically been a catalyst for strong REIT market outperformance.
• Property sectors with resilient, structurally-driven demand dominate REIT markets and should hold up better during a recession.

By Kelly Rush, CFA, Chief Executive Officer, Public Real Assets & Chief Investment Officer, Real Estate Securities | Todd Kellenberger, CFA, Client Portfolio Manager, Real Estate Securities

Overview

REITs - Nearing an inflection point

After lagging equities for the past two years, REITs offer an attractive investment opportunity in 2024. The headwind of higher bond yields and central bank rate hikes is likely to abate and may turn into a tailwind if our view about an impending economic slowdown and decelerating inflation trends is correct....

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