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
Capital Market Assumptions
Expected returns for the next 10 years amid elevated inflation and resilient global growth
The drivers of listed real estate’s strong start to the year
The absolute performance of listed REITs, their relative performance to the broader market and the drivers of the positive returns.
Exploring the lead-lag relationship of listed and private real estate
Private real estate returns in fourth quarter 2024, the lead-lad relationship with listed REITs and the shifting performance of private market property types. This month, we are digging into the performance of the NCREIF ODCE index. Many institutional investors are benchmarked to this private CRE index, which makes it an important market barometer.