We think investors can find attractive investment opportunities in the REIT sector by focusing on the right sub-industries. Since 2018, the average annual variance between the best and worst performing REIT sub-industries is 39%, giving investors the opportunity to outperform on sub-industry selection. Our analysis shows REITs generally perform well when the Federal Reserve pauses, following a rate hiking regime.
Real Estate/REITs: The Power of Sub-Industry Selection
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U.K. REITs have underperformed in the equity market...Read more