The REIT Stuff with Jon Cheigh of Cohen and Steers
FEG Insight Bridge
English - October 19, 2021 11:00 - 36 minutes - 25.4 MB - ★★★★★ - 3 ratingsInvesting Business investing institutional investing global investments philanthropy financial markets finance asset class commentary money managers Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Did you know that one of the biggest sectors in the REIT market today is cell phone towers? Or that REITs tend to generate positive returns in rising interest rate environments? This week on the Insight Bridge, Jon Cheigh, CIO and Head of Global Real Estate for Cohen & Steers sits down with FEG’s Greg Dowling to discuss all things REITs. From malls to cell towers and self-storage, REIT allocations have been shifting over time and have grown to positions of prominence in many portfolios, with over $1.6 trillion invested in U.S. REITs alone. In this compelling episode, Jon shares his insights on the role of the indices as a forecaster for the future, his strategies for REIT valuation, and his thoughts on near- and longer-term trends in the space.
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