Our Thinking

Hazelview Investments’ whitepaper, The Impact of AI on Public Real Estate, examines how AI is transforming the sector. From data centre and cell tower REITs driving digital infrastructure growth to automation improving operational efficiency, the paper highlights how innovation is creating new opportunities for investors in an increasingly AI-driven economy.

Hazelview Investments is redefining long-term value creation through innovation and sustainability. With over 25 years of proven performance, the firm is investing in technologies like SensorSuite and Lamarr.AI through Hazelview Ventures. These investments enhance building efficiency, reduce emissions, and strengthen portfolio resilience across its real estate platform.

Hazelview Investments is advancing Canada’s purpose-built rental housing future with over 20,000 new homes across 27 active projects and a $12.5B pipeline. From revitalizing existing assets to developing inclusive, sustainable communities like Story of Midtown Toronto® and Bloor & Dufferin, Hazelview delivers long-term value through innovation, execution, and resident-focused design.

Hazelview Investments’ latest whitepaper, Why REITs Can Escape Trade Uncertainty, explores how real estate investment trusts deliver stability in volatile markets. Backed by over 25 years of expertise, it examines REITs’ resilience through recessions, inflation and trade tensions, offering investors insight into long-term, reliable performance.

REITs are positioned for a strong comeback in 2025, offering investors attractive valuations, reliable dividend income, inflation protection, and portfolio diversification. Backed by 25 years of global expertise, Hazelview Investments continues to identify opportunities through active management. Read our Why REITs whitepaper and stay tuned for the upcoming 2025 Global Public REIT Outlook Report.

Hazelview Investments’ article, REITs 101, explores why real estate investment trusts remain a compelling choice amid market volatility. It examines the asset class’s strengths—income stability, diversification, and inflation protection—while underscoring how active management can unlock additional value and outperform passive strategies in today’s environment.

Discover why global REITs, despite recent underperformance, present a promising investment opportunity as macroeconomic conditions shift and valuations hit historical lows, positioning them for potential gains.

REITs are positioned for a strong rebound in 2024 as global interest rate cuts, easing inflation, and solid fundamentals create favourable conditions. Despite strong earnings and occupancy, REITs remain undervalued relative to equities and private markets, presenting up to 40% upside potential. Hazelview sees significant opportunity across global markets.

The 2024 Global Public Real Estate Outlook webinar explores key insights from Hazelview’s annual report, highlighting market performance, sector trends, and investment opportunities across global REITs. Industry experts share analysis on valuation shifts, macroeconomic drivers, and how active management can unlock growth in a changing real estate landscape.

REITs are poised for takeoff in 2024 after two years of underperformance, supported by improving economic conditions and moderating interest rates. Trading at a high-teen discount to intrinsic value, REITs offer ~22% upside. Hazelview’s latest report explores performance drivers, valuation gaps, and key opportunities for outperformance across global markets.

Discover how Hazelview Investments and Hazelview Properties utilize the opportunities presented by Hazelview Ventures to collaborate with cutting-edge early-stage companies in the fields of PropTech, BuildTech, and CleanTech, leveraging the power of new technologies.

Specialty real estate sectors continue to play an important role in enhancing returns and strengthening portfolio diversification by offering exposure to long-term growth drivers beyond traditional property types. Among these, data centres have emerged as one of the most dynamic and rapidly expanding sectors.

A closer look at how Hazelview's collaborative, future-forward approach to new rental construction is helping to address today's housing supply crisis.

Hazelview Ventures co-founder Roger Poirier and Augmenta CEO Francesco Iorio speak about Augmenta's successful fundraising, their future plans, and Hazelview Ventures' partnership with the company.

Hazelview proudly awarded the first-ever Hazelview Sustainable Management Award to Chloe Stoneburgh, a McGill University student studying Strategic Management with concentrations in Sustainability and Finance. The $4,000 scholarship recognizes students advancing sustainable business practices.

As 2022 draws to a close, volatility has defined markets—but at Hazelview, where many see uncertainty, we see opportunity. Global REITs experienced one of their weakest years since 2008, creating deep valuation discounts relative to private real estate and equities.

Our Portfolio manager, Claudia Reich Floyd led a webinar where she shared insights on how Hazelview Investments uniquely integrates ESG in our investment process and how it enables us to find hidden opportunities where they would have been traditionally over looked.

Explore key insights from Hazelview’s 2022 Global REIT Outlook Webinar, where our investment leaders discuss market trends, valuation opportunities, and the factors driving recovery and growth in global real estate securities for the year ahead.