Episode #41: Exploring Countercyclical Fundamentals in REITs

Patrick Wilson, Portfolio Manager, Real Estate Securities, joins Uma Moriarity on this month’s episode of Front & Center to talk about the recent bout of market turmoil, earnings season, and what it all means for REITs. Their discussion begins with a look into the macroeconomic factors contributing to the market volatility this week and why this has proven positive for REITs. They then cover changes to discretionary spending, why that’s not necessarily bad news for REITs, and which sectors show strong fundamentals amidst continuing market uncertainty. “Exploring Countercyclical Fundamentals in REITS” provides big picture commentary as well as timely insights and analysis across various real estate sectors against the backdrop of an unpredictable market cycle.