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January 2022
REITs: Forces aligned for growth in 2022 ►

2021 was a bounce back year for U.S. REITs as they benefitted from the economy reopening, a healthy consumer, and continued fiscal and monetary stimulus. But many investors are wondering if they’ve missed the rally. Brian Cordes, Head of the Portfolio Specialist Group, shares three reasons why we think REITS remain well positioned to continue their recent run of performance.

October 2021
The future of office: Looking beyond work-from-home challenges

We believe hybrid work policies will likely impede office rent growth over the next several years but potential opportunities can be found in select markets. Companies that own newer properties offering environmentally friendly features and modern amenities are likely to see better demand and stronger rent growth.

August 2021
Office sector headwinds and opportunities ►

Office landlords have been heavily impacted by the pandemic and now face uncertainty as tenants evaluate their needs in hybrid working environments. Senior Analyst Alec Overby reviews the current state of the sector, including the changing work-from-home landscape, our outlook over the near and long term, as well as how we see valuations and potential for opportunity.

July 2021
Real estate open for business

As the global vaccine rollout continues, listed real estate appears well positioned to benefit from a cyclical recovery, housing demand and digital growth.

July 2021
REIT investing: The active advantage ►

REITs have historically been fertile ground for active managers leveraging their information advantage to add potential value for investors.  Brian Cordes, Head of Portfolio Specialists, discusses the three things we think give active, specialist managers a potential edge when investing in real estate. 

Real estate and inflation ►

An accelerating economy has led investors to wonder if the spike in inflation will last. Evan Serton, Senior Portfolio Specialist, discusses real estate properties’ historical relationship to inflation, the fundamental drivers behind real estate’s inflation sensitivity, and how REIT share prices respond to rising rates.

March 2021
REITs offer 3 flavors of tax advantaged income ►

With interest rates near historic lows, many investors are turning to asset classes that offer attractive yields with tax advantages to enhance potential take-home income. REITs have a history of attractive distributions before and after taxes. Neil Bloom, CPA, senior vice president and head of fund tax, discusses the special tax treatment available to REITs and how that may benefit investors.

March 2021
REITs in a rising rate environment ►

Whether looking at global or U.S. real estate, REITs have generally performed very well during times of higher interest rates.  But it is important to understand and focus on what is driving interest rates.  Senior Portfolio Manager Jason Yablon explains the key drivers and how active managers can take advantage of the interest rate sensitivity in individual sectors. 

December 2020
REITs: Vaccines and Value ►

With positive vaccine trials making headlines and where we are in the economic cycle, Brian Cordes, Head of Portfolio Specialists, sees reasons to believe that REITs currently offer attractive relative valuation. He discusses these factors and where we are seeing opportunities.

December 2020
A Modern Perspective on REITs

As REITs emerge from the Great Shutdown of 2020, Cohen & Steers is finding attractive opportunities across the market—from cyclical property sectors that should benefit from economic reopening, to REITs that own the buildings that make e-commerce and cloud computing possible.

July 2020
Where Real Estate and Technology Intersect ►

The shift to everything online is driving demand for infrastructure to support the digital economy. Senior Portfolio Manager Jason Yablon shares his insights on how REIT investors stand to benefit from this global secular trend.

March 2020
Next-Generation Sectors Highlight An Evolving REIT Market ►

The past decade has seen a significant expansion of the U.S. REIT market as new property types have emerged, including cell towers, data centers and alternative housing. Brian Cordes, Head of Portfolio Specialists, spoke with Tom Bohjalian, Head of U.S. Real Estate, about how these non-traditional sectors, which now make up over half of the REIT market’s capitalization, have shifted the REIT market to be structurally less cyclical, enhancing the return and diversification benefits REITs have historically offered.

August 2019
Cell Towers and Data Centers in the 5G Economy ►

5G wireless network technology is generating a lot of buzz these days about what it might mean for consumer devices, for innovation and for economic growth. These applications are built on infrastructure. Without it, they can’t exist. We talked with senior research analysts Ji Zhang and Humberto Medina to understand the real estate and infrastructure opportunities behind 5G.

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