Why it’s the REIT time to rethink your property exposure

We’ve moved past peak interest rates and with a dislocation between share valuations and the true value of underlying property assets, real estate equities look well placed. Join us and find out how we’re selectively targeting value in key markets. • Real estate equities often outperform broader equities once we past the peak in interest rates • We see scope for a near-term capital value kicker. Longer-term income streams look set to remain the key driver. • Selectivity is key – why we focus on well managed quality businesses in the right sectors and locations. • We see little oversupply in key markets and seek out pockets of rental growth. There is a positive outlook for sectors like logistics, data centres and prime retail in tourist hotspots. • How we consider real estate opportunities at home, across Europe and globally.