5 minute read
July 2021
Tags
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.
ABOUT THE AUTHORS
Evan SertonSenior 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
ESG: opportunities and challenges within real estate
Environmental, social and governance issues present demonstrable risks and opportunities for real estate. Khalid Husain, Head of ESG, and Jan Willem van Kranenburg, Senior Analyst, discuss how our integrated ESG approach at Cohen & Steers assesses and values these topics as part of our investment approach among different real estate sectors and companies.
Institutional Investor: The Best Real Estate Returns Come After Recessions
October 2022 | 1 minHead of Private Real Estate James Corl spoke with Institutional Investor for a feature story on our recent whitepaper and why an optimized real estate portfolio may require access to both listed and private markets.
Recession and the roadmap for listed and private real estate
We see an economic backdrop that will create an opportunity for strong vintage returns for both listed and private real estate. Both cyclical and secular shifts are likely to create investment opportunities, and we think allocating across both private and listed real estate will be critical.