Our Thinking

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.

Head of Global Securities, Corrado Russo and Portfolio Managers, Sam Sahn and Claudia Reich Floyd, presented on our 2023 Global Public Real Estate Outlook Report. Leveraging past recessionary cycles, our Global Securities Team puts in perspective how we believe REITs will unfold in 2023. New addition to this year’s paper - we are spotlighting companies where we believe there is hidden value.

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.

Discover how evolving market dynamics are creating compelling opportunities in global listed REITs.

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.