3 Reasons to own Listed REITs today

3 Reasons to own Listed REITs today

3 Reasons to own Listed REITs today

October 2026

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We see compelling evidence to own listed real estate in the current environment

1. We believe we are in the early innings of a new real estate cycle

Listed REITs are only three years into a cycle that has historically extended much longer

Historical listed REIT cycles (index = 100)(1)

2. Strong fundamentals are driving cash flow growth above trend                                                                                                                 

Increasing demand and shrinking new supply is creating pricing power and driving cash flow growth higher.

Cash flow growth – US REITs (%)(2)

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3. Repriced valuations offer a compelling entry point

Listed REITS remain attractively valued relative to history and other asset classes.

Valuation percentile ranks of key asset classes relative to history(3)
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