Relevance & resilience - post-COVID portfolios need G-REITs

Julian Campbell-Wood  |  Resolution Capital  |  03 March 2021  |  0.50 CE

During 2020, G-REITs experienced a once in a generation demand shock as many parts of the global economy were effectively shut down or endured severe restrictions on social mobility. Traditional property sectors such as office, discretionary retail and hotels faced significant challenges. But there were many winners - logistics property, data centres, cell towers, self-storage, and single-family rental actually saw demand and return profiles improve through the pandemic. With the vaccine roll-out progressing, G-REITs offer both cyclical and secular inve...

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