Why REITs Matter Again
Listed real estate is regaining momentum as lower interest rates, constrained new supply, and attractive public-market valuations strengthen the outlook for REITs. Public-to-private valuation gaps, rising M&A activity, and limited development pipelines are creating opportunities in sectors with strong underlying demand, including healthcare, logistics, rental housing, essential retail, and data centres. REITs are also benefiting ...
Joachim Kehr is a Partner and Portfolio & Regional Head AsiaPacific at CenterSquare Investment Management. Joachim joined CenterSquare in 2011 and is based in Singapore. He is Regional Portfolio Manager for CenterSquare’s listed real estate securities funds, having previously held primary coverage of real estate equities in China, Japan and Australia. Joachim brings close to two decades of investment management experience to his role. He holds a master’s degree in Economics from Tilburg University, The Netherlands. Prior to joining the firm, Joachim was a member of BNP Paribas Asset Management’s listed real estate team, based in Amsterdam and Singapore.
