GREITS

We unpack six key themes that stood out from over 30 meetings with prospective and existing investees across Europe, the UK and the US.

Amid the DeepSeek-induced selloff, REITs were amongst the better performing sectors. But what will the developments mean for data centres?

Summary: Despite greater diversification and a global set, Australian REITS “A-REITS” have historically outperformed their global peers “G-REITS”. There are many...

U.S. Seniors Housing is attracting increased investor focus due to an aging population which will provide landlords with a demand tailwind coupled with some insulation...

Throughout investing history, those with the best information have tended to fare better than the rest. Sure, you need to know what to do with the information. But...

Just as diversification through global equities and bonds is a prudent approach for more conservative investors, we believe that deepening this spectrum to include...

The collapse of Lehman Brothers is widely credited with triggering the global financial crisis. In 2008, bad debts spread throughout the global financial system came...

In the current low-interest-rate environment, investors are on the hunt for consistent income, but they don't want to forego the returns seen from some of the major...