Real Assets
U.S. REIT

REITs and Portfolio Protection

Published on
August 5, 2022
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A common theme across all our research feeds currently is the inflation protection qualities of specific asset classes. Or put another way, how will certain assets perform in a rising rate environment. Research on REITs is therefore getting lots of traffic. Perhaps because the evidence of their inflation protection qualities seem to be inconclusive - it depends who is providing the inputs (a REIT manager or a non-REIT manager). And the answer may be a function of the ability to raise rents for the underlying assets.

The answer depends on who you talk to.

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