Real estate securities allow investors to access the beneficial investment characteristics of real estate ownership, while addressing some of the challenges that arise from the capital-intensive and illiquid process of investing in properties directly. Portfolio Specialist Evan Serton provides a brief overview of the global REIT market, its attributes, and Cohen & Steers’ approach to investing in this unique asset class.
ABOUT THE AUTHORS
Evan Serton, Senior Vice President, is a member of Cohen & Steers’ Portfolio Specialist Group, which represents the company’s investment teams in interactions with institutional and retail clients.
FURTHER READING
How a REIT allocation can extend retirement savings
Most defined contribution investors are overlooking real estate, and missing out on its powerful portfolio benefits. Historical data shows that adding a permanent real estate investment trust (REIT) allocation can benefit investors in meaningful ways.
REITs offer a potential haven amid tariff-induced uncertainty
How tariff pressures could affect U.S. listed real estate, which real estate sectors face the most headwinds, and why strong fundamentals put REITs on relatively solid ground amid volatility.
The strong performance of towers and the unique drivers of their resilience
The top-performing U.S. REIT sector this year even in the wake of recent market volatility. Favorable supply and demand dynamics. And historically low valuations.
