Volatility Reveals REIT Opportunities
PGIM Real Estate reviews this more volatile environment and opportunities in the REITs market.
Against an uncertain backdrop, global real estate markets offer resilience and income growth potential supported by low supply, at an attractive entry point. Returns are becoming more income and income growth driven, while the rise of operational real estate sectors and evolving lender composition continues. There are big differences in forecasts both between and within regions, linked to market dynamics, economic outlooks, vacancy and demand differences
Heightened uncertainty is weighing on the near-term outlook, but we think it has not derailed the recovery and growth story. Read on to explore PGIM Real Estate’s 2025 global outlook and why global real estate markets may continue to offer resilience and income growth potential against this backdrop.
PGIM Real Estate reviews this more volatile environment and opportunities in the REITs market.
PGIM Real Estate reviews the REIT market and current opportunities in the second quarter of 2025.
PGIM Real Estate reviews how REITs appear attractively priced and may be a stabilising force for investor portfolios.
References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities. The securities referenced may or may not be held in the portfolio at the time of publication and, if such securities are held, no representation is being made that such securities will continue to be held.
The views expressed herein are those of PGIM investment professionals at the time the comments were made, may not be reflective of their current opinions, and are subject to change without notice. Neither the information contained herein nor any opinion expressed shall be construed to constitute investment advice or an offer to sell or a solicitation to buy any securities mentioned herein. Neither PFI, its affiliates, nor their licensed sales professionals render tax or legal advice. Clients should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation. 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.
For compliance use only 4536359