Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Scotiabank analyst Himanshu Gupta updated clients on senior housing sector, where he recommends an overweight position within real estate,
“We remain overweight on Seniors Housing sector due to compelling demand-supply fundamentals, and leading FFOPU growth across real estate asset classes. Despite the outperformance YTD, valuation is still reasonable once we look at full NOI potential … Demand remains robust due to favourable demographic trends: As per StatsCan, 80+ population is expected to grow at a CAGR of 4.6% in the next 5 years, 4.7% in the next 10 years and 4.4% in the last 20 years.
“BAM noted its aim to double its fee-bearing capital to $1.1 trillion by 2029 through various fundraising channels, and a broad range of investment strategies and product offerings. The company expects an increase in fee-bearing capital across all of its business groups …private Equity, and Credit).
Capital Bam Boed Oil Years Valuation Demand Cushman & Wakefield Scotiabank Scott Barlow
Canada Latest News, Canada Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
CIO predicts rotation back into REITs as rates come downOne chief investment officer predicts investors will move back into real estate investment trusts (REITs) as borrowing costs move lower.
Read more »
REITs in Canada set to recover as rate cuts reign, TD saysCanadian real estate investment trusts are primed for a rebound as investors grow more confident in near-term rate cuts across North America, according to TD Cowen.
Read more »
REITs in Canada Set to Recover as Rate Cuts Reign, TD Says(Bloomberg) -- Canadian real estate investment trusts are primed for a rebound as investors grow more confident in near-term rate cuts across North America, ...
Read more »
‘It’s time to begin’ for REITs, says BMO analystDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Read more »
Higher-yielding REITs with ‘marginally outsized total return possibilities’ to year-end from a CIBC analystDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Read more »
Three fund managers share picks for U.S. REITs ahead of interest rate cutsAfter being punished by high interest rates, U.S. REITs are recovering on expectations that cuts are coming
Read more »