This is so interesting: it is arguably better to invest in REIT public equities than in private real estate investments that report as part of the core index ODCE. The Sigmund Companies investment thesis is focused on value add essential retail which outperforms even on a risk adjusted basis. #groceryanchored #valueadd
Larry Rothman’s piece for Pensions & Investments comparing the performance of both private real estate and #REIT indexes over the past decade underscores the importance of including REITs in institutional investor portfolios. https://lnkd.in/edSXcwDz John Worth David Sullivan Kurt Walten Abigail McCarthy Edward Pierzak Nicole Funari
