Real Estate - Selectively adding value
In these four short videos Tom Musson, Liberum's Real Estate Analyst, gives a round-up of Real Estate in 2020 and discusses some of the key themes that lie ahead for 2021. The video also discusses the team’s recent note on the select buying opportunities for REITs that have been cyclically de-rated as opposed to those that are structurally challenged. Click below to watch the videos. Click here to read the research.
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