5 minute read
July 2021
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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.
FURTHER READING

Financial markets distress – Where and when?
Bob Steers, Executive Chairman of Cohen & Steers, recently had a conversation with Howard Marks, co-chairman of Oaktree Capital Management, for the 2023 Real Estate Luminaries Series, which was hosted by The Steers Center for Global Real Estate at Georgetown University.

As private real estate sells off, our conviction in REITs grows
Recent market events, including a downturn in private real estate, give us greater conviction in our analysis showing favorable entry points emerging for listed REITs.

Rich Hill on Bloomberg Markets: The Close
Head of Real Estate Strategy & Research Rich Hill joined Bloomberg Markets: The Close to discuss his outlook for the office sector amidst tightening credit and his outlook for the commercial real estate market more broadly.