Investment Perspectives

It's Morning for Listed Real Estate

December 14, 2023 5 Minute Read Time

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We’re optimistic for the potential for listed real estate performance in 2024.  After nearly two years of negative returns and a significant dislocation from private market values, the REIT asset class is well positioned for investors, in our view. With resilient fundamentals and strong balance sheets, REITs can have the opportunity to go on offense over this cycle and acquire assets in order to enhance cash flow growth.  Within, we present our view on REIT fundamentals and the outlook for 2024.