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 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
Three Takeaways from REITweek
Our team attended NAREIT's REITweek conference, meeting with management teams from numerous REITs across multiple property sectors. Key insights from diverging apartment market fundamentals and trade policy impacts on industrial demand, to the emerging office sector recovery.
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.
