24 Jun 2022

REITs and inflation: How public real estate may act as an inflation hedge

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REITs and inflation: How public real estate may act as an inflation hedge title page thumbnail
by Shern-Ling Koh, CFA, Portfolio Manager, Real Estate Securities

The inflation protection from real estate has historically translated into listed REITs providing an inflation hedge and late cycle defensive strategy, especially relative to general equities. Not all REITs are created equal though. We believe active portfolio management is needed to find the best opportunities in today’s high inflation environment. Read more in this paper.