REITs Poised to Benefit From Goldilocks Conditions
PGIM Real Estate’s Rick Romano discusses fundamental and structural tailwinds supporting mean reversion in REITs.
This quarter, trade policy uncertainty and recession fears loom large-but not all sectors are equally exposed. REITs offer a measure of insulation, with identified cashflows, index-linked contractual leases and a reliance on domestic demand and supply dynamics.
While markets fixate on macro noise, we continue to focus on defensive demand characteristics, such as through digitalization and demographics. We’re also expecting M&A activity to ramp up on the horizon. Watch now or read the latest highlights to find out what matters most and what opportunities PGIM Real Estate’s Head of Global Real Estate Securities, Rick Romano, sees in the global REITs market.
PGIM Real Estate’s Rick Romano discusses fundamental and structural tailwinds supporting mean reversion in REITs.
PGIM Real Estate’s Darin Bright explains how valuations, limited supply, and diversification support the ongoing private real estate recovery.
Watch the 2025 Global Real Estate Outlook webinar replay as PGIM Real Estate discusses navigating through short-term uncertainty.
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