In its latest global REITs outlook, CenterSquare has identified 10 trends that will influence performance during 2024, while noting that “uncertainty” is still the global watchword.
The report pointed to a confluence of higher interest rates, recession concerns and artificial intelligence-related excitement, among the factors that have created an “intricate landscape” across the global real estate asset class. In its effort to help investors navigate the continuously evolving market, the global real estate investment manager identified 10 themes influencing listed real estate in the coming year.
The end of global monetary tightening should be a significant tailwind for REITs. Inflation created a painful cycle of monetary tightening in the form of rising interest rates that had negative consequences for real estate. But with inflation cooling, interest rates have likely plateaued.
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