Ready to Rise: The Listed Real Estate Opportunity
January 17, 2023 5 Minute Read Time
Listed real estate is ready to rise for investors in 2023. Today, REITs trade at a generational disconnect to private real estate while offering resilient fundamentals compared to broad equities. Historically, investors have benefitted from allocation during such dislocation, and active managers have found keys to provide durable alpha. Within, we review our 2023 outlook for listed real estate, its performance during past periods such as the GFC, and the ability of active REIT managers to help investors meet their objectives.