REITs in a rising rate environment

 

Jason A. Yablon

Head of U.S. Real Estate

More by this author

6 minute read

March 2021

Share

Whether looking at global or U.S. real estate, REITs have generally performed very well during times of higher interest rates. But it is important to understand and focus on what is driving interest rates.

Senior Portfolio Manager Jason Yablon explains the key drivers and how active managers can take advantage of the interest rate sensitivity in individual sectors.

ABOUT THE AUTHORS
Author Profile Picture

Jason A. Yablon, Executive Vice President, is Head of U.S. Real Estate and a senior portfolio manager for U.S. real estate securities portfolios and oversees the research process for U.S. real estate securities.

FURTHER READING

A portfolio managers perspective Opportunities in listed infrastructure

ESG: opportunities and challenges within real estate

November 2022 | 6 mins

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.

Institutional Investor: The Best Real Estate Returns Come After Recessions

October 2022 | 1 min

Head of Private Real Estate James Corl spoke with Institutional Investor for a feature story on our recent whitepaper and why an optimized real estate portfolio may require access to both listed and private markets.

Recession and the roadmap for listed and private real estate

September 2022 | 17 mins

We see an economic backdrop that will create an opportunity for strong vintage returns for both listed and private real estate. Both cyclical and secular shifts are likely to create investment opportunities, and we think allocating across both private and listed real estate will be critical.

1556613