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.
FURTHER READING
The Real Estate Reel: A closer look at Q1 REIT returns and what may be next
April 2024 | 5 mins
Listed REITs were down for the first quarter as markets adjusted to a rise in real rates, but we believe the outlook is positive in hard, soft and no-landing scenarios.
3 Reasons to own listed REITs today
April 2024 | 6 mins
We see compelling evidence to own listed real estate in the current environment.
Tax-smart income alternatives
March 2024 | 17 mins
Strategies with inherent tax efficiencies may help investors diversify sources of income and potentially keep more of what they earn.
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