Although no two cycles are the same, looking at bear markets since the 1970s, we believe a 'typical recession' has already been priced in, and the path forward for REITs offers promise.

Managing Partner and Head of Global Securities, Corrado Russo walks through how REITs have performed before, during and post previous recessionary periods and what it might suggest in terms of expectations looking forward. 

Adding real estate to your portfolio can enhance income, improve diversification and provide an excellent hedge against inflation. Join Hazelview Investments’ Corrado Russo and Michael Tsourounis to learn more about how client portfolios can benefit from real estate investments and the different ways to approach this asset class to suit your client’s risk-return profile.

With the growth in devices, in service and usage per device, industry forecasts project data consumption to rise by more than 30% per year. We are consuming more data, at quicker rates, on the move and more frequently. The continued roll out of 5G will not only increase download speeds and traffic capacity but increase the need for infrastructure to support the delivery of 5G coverage. 

Why is this important and relevant to cell towers? Wireless carriers will need to partner with cell tower REITs in 2021 to expand their networks by installing more equipment on more towers. Due to the advances in the technology, download speeds are projected to increase from 10x to 100x that of 4G. 

Our portfolio manager, Claudia Reich, led a webinar where she shared insights on how ESG uniquely integrates into our investment process and how it enables us to find hidden opportunities where they would have been traditionally overlooked. Hazelview Inves. 

As with most income-oriented stocks, REITs are typically hit hard when central banks begin talks of raising interest rates. This is due to investors' views on how the higher interest rates will impact a REIT’s cost of capital.