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A GREAT REAL ESTATE REALIGNMENT UNDERWAY

A GREAT REAL ESTATE RELIGNMENT UNDERWAYAGREATREALESTATERELIGNMENTUNDERWAY

PGIM Real Estate discusses opportunities for investors as the real estate asset class transforms itself to meet the needs of the post-pandemic world.

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The combination of capital appreciation potential from a robust recovery and higher yield attributes can provide REIT investors with both income and growth in their portfolios.
Rick Romano, CFASenior Portfolio ManagerPGIM Real Estate

DISPERSION BRINGS OPPORTUNITIES

There is significant dispersion in return across property types amplifying winners and losers due to the disruption from accelerating digitalization trends. As the asset class transforms itself to meet the needs of the post-pandemic world, it is creating opportunities for investors who can capitalize on the increased dispersion between REIT prices, balance the reopening trade with longer-term post-COVID tailwinds, and identify tactical opportunities in failing property types.

ATTRACTIVE GROWTH AREAS

INDUSTRIAL PROPERTIES

Increased online shopping increases need for warehouses and facilities to meet the last-mile delivery challenge.

CELL TOWERS

The shift to remote work and learning left people increasingly reliant on home internet access and their mobile devices.

DATA CENTERS

Increased online activities including working, studying, shopping, and entertainment requires increased data centers usage.

WHERE TO ALLOCATE NOW THAT REIT PRICES HAVE RESET?

Learn how the real estate sector is changing and where to find the best opportunities.

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THE GOLDEN AGE OF CREDIT CONTINUES

THE GOLDEN AGE OF CREDIT CONTINUES

Feb 17, 2021

PGIM Fixed Income discusses how uncertainty, high debt and low yields is a formula for intermittent volatility, which creates opportunities for credit investors

Secular Growth Trends Accelerate the Next Economy

Secular Growth Trends Accelerate the Next Economy

Feb 17, 2021

Jennison Associates explains how the pandemic has accelerated early stages of a paradigm shift in how companies enable growth.

2020 CYCLICAL LAGGARDS POISED TO BECOME 2021 LEADERS

2020 CYCLICAL LAGGARDS POISED TO BECOME 2021 LEADERS

Feb 17, 2021

QMA explores how vaccine distribution and an earnings revival could broaden markets in 2021 and increase potential for cyclical/value stocks to lead markets.

Risks— Investing involves risks. Some investments are riskier than others. The investment return and principal value will fluctuate, and shares, when sold, may be worth more or less than the original cost. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, and political and economic uncertainties. Emerging and developing market investments may be especially volatile. Investments in securities of growth companies may be especially volatile. Investing in real estate poses certain risks related to overall and specific economic conditions, as well as risks related to individual property, credit, and interest rate fluctuations. Real estate investment trusts (REITs) may not be suitable for all investors. There is no guarantee a REIT will pay distributions given the inherent risks associated with the market. A REIT may fail to qualify as a REIT as defined in the Tax Code, which could affect operations and negatively impact the ability to make distributions. There is no guarantee a REIT’s investment objectives will be achieved. Diversification does not guarantee a profit or protect against loss.

The views expressed herein are those of investment professionals at PGIM Real Estate at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice. This commentary is not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services. This commentary does not constitute investment advice and should not be used as the basis for any investment decision. This commentary does not purport to provide any legal, tax, or accounting advice. PGIM Investments LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

Certain information in this commentary has been obtained from sources believed to be reliable as of the date presented; however, we cannot guarantee the accuracy of such information, assure its completeness, or warrant such information will not be changed. The information contained herein is current as of the date of issuance (or such earlier date as referenced herein) and is subject to change without notice. The manager has no obligation to update any or all such information, nor do we make any express or implied warranties or representations as to the completeness or accuracy. Any projections or forecasts presented herein are subject to change without notice. Actual data will vary and may not be reflected here. Projections and forecasts are subject to high levels of uncertainty. Accordingly, any projections or forecasts should be viewed as merely representative of a broad range of possible outcomes. Projections or forecasts are estimated, based on assumptions, subject to significant revision, and may change materially as economic and market conditions change.

 

1045640-00001-00 Ed. 3/2021

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