Beyond Bulls & Bears

How Infrastructure Companies Could Rebuild the World
Alternatives

How Infrastructure Companies Could Rebuild the World

“The need for infrastructure development is truly a global phenomenon. Many emerging countries need to develop new infrastructure to meet the needs of their growing populations, economies and cities. And, many developed countries, including the United States, need to repair, upgrade or completely replace aging infrastructure.” – Wilson Magee, Franklin Real Asset Advisors

Global Listed Real Estate: A Key Building Block
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Global Listed Real Estate: A Key Building Block

“One reason for real estate’s strong performance, even in a rising rate environment, is that rising interest rates tend to coincide with periods of greater economic growth. As economic activity gathers pace, it creates more jobs and, in turn, wages increase. Demand for real estate tends to move higher as well.” – Wilson Magee, Franklin Real Asset Advisors

Real Estate Breaks New Ground
Equity

Real Estate Breaks New Ground

The promotion of the real estate sector in headline Global Industry Classification Standard sectors for top indexes reflects investors’ long-standing acceptance of liquid real estate as an asset class and their awareness of its appealing characteristics.

Is Now a Good Time to Buy REITs?
Equity

Is Now a Good Time to Buy REITs?

Investors in US REIT stocks may use a variety of valuation methodologies in making investment decisions, but we think one of the most important of those considers the underlying value of properties using transactional evidence in the real estate investment market itself.

REITs in a Rising US Interest-Rate Environment

REITs in a Rising US Interest-Rate Environment

Like all yield-oriented investments, REITs will likely exhibit some sensitivity to interest-rate changes, and are not without risks. But unlike bonds, REITs can earn potential profits by making positive investment spreads both acquiring and developing additional properties.

Bridging the Gap: Global Listed Infrastructure

Bridging the Gap: Global Listed Infrastructure

Finding What’s Real in Real Estate

Finding What’s Real in Real Estate