REITs – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 22 Nov 2024 22:16:07 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 2024 DC Investment Forum: Addressing inflation risk through DC plan members’ working lives https://www.benefitscanada.com/events/conference-coverage/2024-dc-investment-forum-addressing-inflation-risk-through-dc-plan-members-working-lives/ Wed, 06 Nov 2024 12:52:56 +0000 https://www.benefitscanada.com/?p=162027 The rapid rise in the cost of living in 2022 and into 2023 underscored the need for target-date funds to not just protect against standard inflation, but inflation shocks as well. The problem that presents is the more inflation protection that’s added into a portfolio, the lower the returns, said Nick Nefouse, managing director, global […]

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]]> Funding limitations in private markets push co-investment deals: report https://www.benefitscanada.com/canadian-investment-review/alts/funding-limitations-in-private-markets-push-co-investment-deals-report/ Thu, 16 May 2024 15:00:52 +0000 https://www.benefitscanada.com/?p=155636 Amid a challenging private market fundraising landscape, the flow of co-investment deals increased dramatically in 2023, according to a report by alternative investment management and advisory firm Hamilton Lane. The report found the total value of co-investment deal flows reached US$8.87 billion in 2023, an increase from US$5.21 billion in 2022. The fourth quarter of […]

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]]> Demand for data centres rising as institutional investors seek to diversify real estate portfolios: expert https://www.benefitscanada.com/canadian-investment-review/alts/demand-for-data-centres-rising-as-institutional-investors-seek-to-diversify-real-estate-portfolios-expert/ Tue, 16 Apr 2024 15:00:01 +0000 https://www.benefitscanada.com/?p=154283 Data centres are becoming an important asset for institutional investors seeking to diversify their real estate portfolios. The data centre asset class was valued at an estimated US$301.8 billion as of 2023, according to researcher P&S Intelligence, which also noted the value is expected to increase to US$622.4 billion by the end of 2030. Indeed, […]

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]]> 2023 Defined Benefit Investment Forum: Managing liquidity through listed assets https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-defined-benefit-investment-forum-managing-liquidity-through-listed-assets/ Wed, 24 Jan 2024 12:56:34 +0000 https://www.benefitscanada.com/?p=150437 After the simultaneous sell-off of both equities and bonds in the first half of 2022, many defined benefit pension plan sponsors were forced to “pay much more attention to the liquidity profiles of their portfolios” and manage risk by implementing a temporary policy reprieve, halting new investment activity or selling assets in the secondary market, […]

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]]> Global REITs expected to outperform in 2024 due to lack of supply, resilient corporate valuations: report https://www.benefitscanada.com/canadian-investment-review/alts/global-reits-expected-to-outperform-in-2024-due-to-lack-of-supply-resilient-corporate-valuations-report/ Mon, 15 Jan 2024 20:00:46 +0000 https://www.benefitscanada.com/?p=150323 After two years of underperformance, global real estate investment trusts are expected to outperform in 2024 due to a decline of supply and resilient corporate valuations, according to a new report from Hazelview Investments. It found global REITs saw a turnaround rally of 18.9 per cent over the last two months of 2023, leading the […]

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]]> Office REITs suffer another tough year in 2023, but opportunities may still arise for long-term investors https://www.benefitscanada.com/canadian-investment-review/alts/office-reits-suffer-another-tough-year-in-2023-but-opportunities-may-still-arise-for-long-term-investors/ Thu, 04 Jan 2024 20:00:56 +0000 https://www.benefitscanada.com/?p=149681 It’s poised to be another challenging year for office real estate investment trusts, but some money managers say there could be decent entry points in the sector for long-term investors. “We are in a ‘darkest before dawn’ scenario heading into 2024 for office REITs — there is no denying they are cheap . . . […]

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]]> 2023 DC Investment Forum: Target-date fund glide paths evolving to meet DC plan member needs https://www.benefitscanada.com/events/conference-coverage/2023-dc-investment-forum-target-date-fund-glide-paths-evolving-to-meet-dc-plan-member-needs/ Mon, 06 Nov 2023 12:54:18 +0000 https://www.benefitscanada.com/?p=146064 Plotting out a glide path is the most important part of designing a target-date fund — not only does it take members on a roughly 40-year investing journey, but it also has the most significant impact on their retirement outcomes. Glide paths must also address the key risks facing defined contribution plan members, said Satwick […]

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]]> Office real estate investments, valuations declined in 2022: report https://www.benefitscanada.com/canadian-investment-review/alts/office-real-estate-investments-declined-in-2022-report/ Tue, 12 Sep 2023 13:00:12 +0000 https://www.benefitscanada.com/?p=143232 Investments in office real estate, as a part of total transaction activity, declined by 20 per cent in North America and 50 per cent in Europe and Asia-Pacific in 2022, according to a new report by TD Global Investment Solutions. It found while global office transaction cap rates rose over the past year, private asset […]

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]]> Self-storage investments offer real estate alternative amid general sector struggles https://www.benefitscanada.com/canadian-investment-review/alts/self-storage-investments-offer-real-estate-alternative-amid-general-sector-struggles/ Thu, 31 Aug 2023 15:00:19 +0000 https://www.benefitscanada.com/?p=142726 Institutional investors are opening the door to the self-storage category to find some relief from a turbulent year in real estate. According to data published in July by the National Association of Real Estate Investment Trusts, self-storage is leading a pack of real estate categories disrupting the balance from traditional options in real estate investments […]

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]]> 2022 DCIF: How DC plan sponsors can use REITs to meet investment objectives https://www.benefitscanada.com/canadian-investment-review/alts/2022-dcif-how-dc-plan-sponsors-can-use-reits-to-meet-investment-objectives/ Mon, 17 Oct 2022 11:55:31 +0000 https://www.benefitscanada.com/?p=128002 While real estate has long been a part of defined benefit pension plans’ asset allocations, its inclusion in investment portfolios has steadily climbed in recent years. But defined contribution plan sponsors and members also stand to benefit from the asset class’ inflation-hedging properties, as well as its ability to boost income and improve portfolio diversification. Pension […]

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