Listed Real Estate: REITS

Gillian Tiltman, Neuberger Berman: “The Real Estate Sector is The First to Respond to Changes in The Way People Live and Work”

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Pixabay CC0 Public Domain. Gillian Tiltman, Neuberger Berman: “El sector inmobiliario es el primero en responder a los cambios en la forma de vivir y trabajar de las personas”

Author: Patricia Julià

  1. In an exclusive interview for Funds Society, Gillian Tiltman portfolio manager for Neuberger Berman explains the strong potential that they expect in the non-core sectors in the listed real estate investment segment
  2. “If you think about cell towers, there are our largest holdings in both our global and us funds, the expanding global broadband usage requires robust cell tower infrastructure and this next generation 5G technology build out is already very much underway.”
  3. Another of the non-core sectors with a lot of potential is the industrial segment that has been developed in response to the rise of e-commerce.
  4. The socio-demographic changes of the millennial generation and the ageing of the population have resulted in an overweight of the US residential sector
  5. Liquidity, performance and exposure are the main advantajes of this asset class
  6. “There is plenty of earnings growth coming in different sectors, REITS are trading at low multiple versus equities, we have seen great signs to show how REITS have been resilient late cycle”,