2025 REIT Market Perspectives And A Look Ahead

2025-04-19 00:45:00 ET

Summary

• A notable defensive rotation is underway this year, benefitting REIT stocks.
• The recipe that makes REITs a compelling investment today already contains two important ingredients – cheap valuations and positive fundamentals.
• With a macro backdrop starting to wobble, it’s important to realize the steady, durable earnings that REITs offer.
• In an environment where equity markets are dominated by a handful of expensive, high-growth stocks, diversifying sources of risk in an investor's portfolio is more important than ever.

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 | Nina Liu, CFA, Portfolio Specialist, Listed Real Assets ...

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