The Power of REITs: Insights into Resilience and Adaptability 20 May 2024
Our latest issue of APREA TrendWatch examines the REIT landscape, focusing on insights from the APREA-SGX Global REIT Roundtable.
Ankur Gupta of Brookfield highlighted the resilience and importance of REITs in diversified global portfolios, emphasizing their strong fundamentals and ability to adapt to changing market conditions. He shared the evolution of REITs from niche assets to mainstream sectors, their low volatility, and their challenges, including competition from private funds and regulatory constraints.
We also explored regional perspectives, with Naoki Suzuki of KJR Management and Sanjeev Dasgupta of CapitaLand Investment (India) and CapitaLand India Trust discussing favorable investment climates in Japan and India, respectively, driven by strong rental growth and strategic investments in sectors like data centers and life sciences.
