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Real Estate Investment Trusts (REITs) are liquid equities which are listed on stock exchanges with underlying investments in real estate assets across most property types including apartment buildings, office buildings, mobile towers, data centres, hotels, medical facilities, retail centres, self-storage and industrial / logistics facilities.
JANA’s Property Research Team asks:
“Has COVID-19 fundamentally changed the outlook and attributes of the major property sectors – what are the medium-term value implications?”
During a recent property research trip to the USA, a New York based manager made the comment that “Manhattan only has 3 days of food and beverage supplies”. This remark caught JANA’s attention, so we sought to verify the claim. The comment was made to support the increasing need for distribution networks, particularly the “last mile” logistics close to cities with high population bases.
Retail sector experiencing toughest environment since the GFC – challenges from subdued consumer spending, driven by low wage growth, coupled with an increase in online retail.
