Patrick Wilson

Patrick Wilson, a portfolio manager at CenterSquare Investment Management, shares insights on the current favorable landscape for REITs. He highlights how these investment vehicles thrive during economic downturns due to long-term leases and high dividend yields. Wilson discusses potential opportunities within specific sectors, such as senior housing and retail, and contrasts global market trends, particularly between the US and Asia. He emphasizes the importance of active management and the evolving diversification of REITs, which now include non-traditional asset types.