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....
Read the full article on Seeking Alpha
For further details see:
2024 Listed REITs Outlook