In an investment environment laden with challenges from rising interest rates to a possible global slowdown, listed real estate comes with advantageous features such as inflation-resilient cash flows and better liquidity than bricks and mortar. As such, listed real estate is a portfolio diversifier offering investors attractive risk-adjusted returns over the long haul.
Listen to this Talking heads podcast with portfolio managers Claire Mehu and Anne Froideval as they discuss the merits of this asset class with chief market strategist Daniel Morris. Listed real estate has a relatively low correlation with broad market equities over the longer term. Other important attributes are the prospect of limited supply in an already tight market and the value-enhancing effects of regulations targeting the sustainability of buildings.
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