Investment Perspectives
Active REITs in a real estate allocation: A guide for investors
April 11, 2023 5 Minute Read Time
With a historic disconnect between listed and private real estate markets in 2022, investors are asking about the use of REITs in a real estate allocation. At CBRE IM, we see listed real estate as complementary to private and actively managed REITs as essential for investors. Within, we review potential benefits and historical performance characteristics of listed and private. We present our views on optimal strategic blends, tactical allocations to listed, and discuss the benefits of active management in REITs.