Active managers eyeing performance disparities across real estate subsectors
Rudy Luukko After lagging the broad market badly during a money-losing 2020, real estate equities appear to be on track for recovery this year as economies reopen and mass vaccinations ease the ravages of Covid-19. But the pandemic has accelerated property trends that were already under way. This has widened the performance disparities among subsectors, which include office, industrial, retail, apartments and seniors’ housing. Along with emphasizing property types that they believe will outperform, active managers of real estate equity ETFs are taking advantage of their flexibility to inves...
Source: investmentexecutive.com