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Theodore Freysen 324 Investment Analyst
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and people, like capital, go to where they are treated best.
Most of the niche sectors are only practically available for the retail investor via the public market. It includes sectors like Data Centres, Gaming Net Lease, Lab Space, Manufactured Housing, and Cell Towers. Many of these assets are worth much more in the hands of an operator with a platform as compared to on a standalone basis. In real estate investing, "Platform" is one of the biggest drivers of outperformance in the long term.
Skate to where the puck will be
"For whosoever hath, to him shall be given, and he shall have more abundance: but whosoever hath not, from him shall be taken away even that he hath." - Matthew 13:12
The much talked about trends that were already unfolding globally pre-COVID, has also played out in the global real estate market. In the public markets, the best performing sector YTD is Data Centres, up 22%, whilst Hotels are down almost 50%.
In our 3Q20 Global Listed Property report (PDF attached) we discuss many of these trends and fundamentals. Get in touch if you would like any more info or insight.
My colleague, Lance, gives an overview of what is in this month's report.