Outsmart: Mastering
the new normal
Finding opportunities in growth equity, fixed income, real estate, and alternatives in a rapidly changing global landscape.
THE NEW PROPERTY MARKET PULSE
The pandemic profoundly disrupted property markets. Retail stores shuttered for a time, and companies abruptly transitioned staff to working from home, causing many office buildings to stand empty. However, opportunity in commercial real estate remains abundant—from the warehouses storing the volumes of goods being ordered by at-home workers, to the physical data centres keeping records of these online transactions. In this shifting landscape, active managers have an important role to play in uncovering attractive investments within the sector.
This instalment in a multimedia series by PGIM Investments and Citywire delves into the value of REITs within a diversified portfolio, the ascendance of certain types of real estate, and what the e-commerce revolution means for the future of retail space.
REITS RULE: PROPERTY OPPORTUNITIES IN A POST-COVID WORLD
Rick Romano, Managing Director and Head of the Global Real Estate Securities business at PGIM Real Estate, discusses the distinct characteristics of REITs, the structural shifts underway across property markets, and the role of ESG within the sector.
3 DRIVERS OF THE GREAT REAL ESTATE REALIGNMENT
What will the growing demand for cloud solutions mean for tomorrow’s property markets? Learn why the move toward e-commerce and remote work spells opportunity for REIT investors.
REAL ESTATE’S NEXT CHAPTER
In this podcast, Rick Romano, Managing Director and Head of the Global Real Estate Securities business at PGIM Real Estate, examines how the pandemic has reshaped property market and where opportunities lie. “Demand trends have really been pulled forward and that would include the way that technology is disrupting real estate…All that e-commerce, instead of going to the retailer, is going direct from last-mile industrial warehouses to your garage or home.”
Find out more
With $182.5bn asset under management and administration, PGIM Real Estate is one of the largest real estate managers in the world, with a broad range of equity and debt strategies backed by the deep relationships and insights of professionals located in 32 cities around the world*.
QUARTERLY MARKET OUTLOOK
PGIM Real Estate shares their latest views on global property markets and what to expect next.
GLOBAL REAL ESTATE SECURITIES
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