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
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.
The strong performance of towers and the unique drivers of their resilience
The top-performing U.S. REIT sector this year even in the wake of recent market volatility. Favorable supply and demand dynamics. And historically low valuations.
