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.
ABOUT THE AUTHORS
Jason A. Yablon, Executive Vice President, is Head of Listed Real Estate and a senior portfolio manager for listed real estate securities portfolios and oversees the research process for listed real estate securities.
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