5 minute read
July 2021
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REITs have historically been fertile ground for active managers leveraging their information advantage to add potential value for investors.
Brian Cordes, Head of Portfolio Specialists, discusses the three things we think give active, specialist managers a potential edge when investing in real estate.
ABOUT THE AUTHORS
Brian Cordes, CAIA, Senior Vice President, is the head of Cohen & Steers’ Portfolio Specialist Group, which represents the company’s investment teams in interactions with institutional and retail clients.
FURTHER READING
Why we see favorable entry points emerging for REITs
Listed REITs have likely priced in a recession; Our analysis points to a recovery next.
Investing in Real Estate Securities
Real estate securities allow investors to access the beneficial investment characteristics of real estate ownership, while addressing some of the challenges that arise from the capital-intensive and illiquid process of investing in properties directly. Portfolio Specialist Evan Serton provides a brief overview of the global REIT market, its attributes, and Cohen & Steers' approach to investing in this unique asset class.
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.
