6 minute read
March 2021
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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.
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As private real estate sells off, our conviction in REITs grows
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