REITs and listed real estate are likely to see minimal impact from ongoing trade tensions, while the sector offers the potential for “outsized returns” due to solid fundamentals, according to Laurel Durkay, senior vice president and portfolio manager of global and U.S. real estate at Cohen & Steers.
Durkay was a guest on the latest edition of the Nareit REIT Report podcast.
The domestically-focused nature of real estate securities provides “relative insulation” from trade tensions versus the broader equity market, Durkay said.
“We do believe that real estate and REITs do offer a lot of very positive attributes in a time of heightened economic insecurity,” she noted.
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