Equity REITs
Own property portfolios and depend on rent collection, occupancy, and financing discipline.
REITs matter in the U.S. because they can change a portfolio from broad equity income to property-linked cash flow, with very different rate sensitivity and tax treatment.
Own property portfolios and depend on rent collection, occupancy, and financing discipline.
Can offer targeted exposure to data centers, towers, healthcare, logistics, or storage.
Useful as an income sleeve, but concentration and refinancing risk should be watched closely.