REIT opportunities as inflation dominates the macro-outlook

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Presented by

Jason Yablon, Head of U.S. Real Estate and Ji Zhang, CFA, Global Real Estate Portfolio Manager

About this talk

Despite the prospect of near-term volatility, REITs are well positioned to help mitigate higher interest rates, sticky inflation and challenging economic conditions. Join Jason Yablon and Ji Zhang as they highlight: • Arbitrage opportunities in the global and U.S. real estate market • Why REITs are well positioned to withstand elevated inflation as well as stagflation • How rising rents matter more to REITs than rising rates

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