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Research, Fundamental

Real Estate/REITs: The Power of Sub-Industry Selection

Michael Elliott, Equity Analyst

07 July 2023

Summary

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.

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