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 Portfolio & Regional Head Asia-Pacific and joined CenterSquare in 2011. He is based in Singapore. He has pan-Asian portfolio management experience, having previously held primary coverage of real estate in China, Japan and Australia. Joachim brings close to two decades of investment management experience to his role. He holds a MSc in International Economics with Honours from Tilburg University, The Netherlands and Peking University, China. Prior to joining the firm, Joachim was an analyst for listed real estate with BNP Paribas Asset Management in Amsterdam and Singapore. He currently serves on the Singapore Chapter Board of the Asia Pacific Real Assets Association (APREA) and the FTSE EPRA Nareit Asia Pacific Regional Advisory Committee.
