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.
FURTHER READING
Tax-smart income alternatives
Strategies with inherent tax efficiencies may help investors diversify sources of income and potentially keep more of what they earn.
The Real Estate Reel: Fact vs. fiction in commercial real estate debt
Recent headlines have sparked questions about the health of the commercial real estate market. But data from lending standards, CRE mortgage maturities, and loan defaults can help separate fact from fiction.
The Real Estate Reel: What data reveals about the recent REIT rally
The worst appears to be behind the listed REIT market, and there is potential for the listed rally to continue. Private real estate, by comparison, is expected to sell off further.