The document discusses various aspects of real estate investment, including the performance of global non-listed real estate, U.S. listed real estate investment trusts (REITs), and the impact of sustainability and technology on property and infrastructure investment. It highlights the potential for continued outperformance of non-listed real estate due to low real interest rates and economic factors in different regions. The document also examines the volatility of U.S. REITs in relation to interest rate changes and the role of dividend yields in offsetting this volatility. Additionally, it discusses the increasing importance of sustainable building practices and the impact of technology on long-term infrastructure investing.
documents/EFTA01457965.pdf
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