In today’s briefing:
- Aiming for REITs with Lower Downside Risk and Expectations of Higher Shareholder Returns?
Aiming for REITs with Lower Downside Risk and Expectations of Higher Shareholder Returns?
- REITs, whose main players are regional banks that invest as a bond alternative, tend to stop their market decline when the spread with JGB yields approaches 400 basis points.
- While there is certainly room for REITs to strengthen shareholder returns, the possibility that domestic investors may want stable dividends cannot be denied.
- Other activist investors are watching with interest to see if the shareholder activism approach works in REITs as well, but the main battleground is still listed equities.
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