Front & Center Podcast: Episode 24 – European REITs and Real Estate Trends

November 2023

This week, Front & Center host Uma Moriarity is joined again by Portfolio and Regional Manager Matthew Goulding, for a timely discussion on the state of the European REIT market. The episode opens with Uma and Matthew analyzing recent market trends across the continent, offering insights into the impact of inflation, monetary policy, and interest rates. “European REITs and Real Estate Trends” provides a comprehensive look into European REIT fundamentals, offering key takeaways from recent earnings releases and exploring performance across various sectors. The conversation concludes with an analysis of valuations, deciphering significant discounts between public and private markets and shedding light upon the dynamics that continue to shape the industry.