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Land & Buildings vs. Public REIT sector (vs. private real estate)

Public REIT sector (vs. private real estate)

1 deck published between 2024-11-01 and 2024-11-01 — 4 pages, 4 analysed slides total.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2024-11-01 follow up

    2024 11 Publicly Traded Real Estate _ Material Outperformance to Private Real Estate

    4pp · research_note

    Public REITs have crushed private real estate over 30 years (9.9% vs 7.0%); with institutions at GFC-low underweights and supply rolling over, listed REITs are a generational buy.