This podcast explores how global REIT markets have evolved over the past three decades, shifting from traditional office and retail dominance to sectors like industrial, self-storage, healthcare, data centres and mobile towers. David Kruth explains how structural changes in the economy and capital markets have reshaped index composition and investment opportunities, highlighting the rise of technology-driven real estate and alternative sectors such as assisted living. For investors, the discussion challenges outdated perceptions of property investing and provides a framework for assessing modern REIT exposures. It’s a valuable listen for understanding where growth is occurring globally, how sector weights have changed, and what to look for when building diversified real estate allocations.
It delivers clear, experience-backed insights into where real estate returns are actually being generated today—and where they are not.
Access defensive growth opportunities leveraged to accelerating global trends.
The Fund aims to provide investors with income and long-term capital growth through access to a portfolio of property investments.
The fund provides exposure to a diverse portfolio of commercial property across Australia.
The Fund invests in quality commercial properties, targeting assets in major metropolitan markets with high occupancy rates and stable income streams, underpinned by long-term leases with secure commercial tenants.
