The investment case for real estate is strong. Real estate offers potential investment benefits that include income generation, diversification, inflation protection and attractive absolute returns. For this reason, institutions typically allocate more than 10% of their portfolios to the asset class. Within these allocations, investors determine their optimal implementation across:

• Equity investments: private/direct, or public

• Debt investments: private debt or loans, or public

While the potential benefits of real estate can be found in both public and private markets, it is our view that public real estate investment trusts (REITs) and private real estate exposures are complementary, offering a “whole picture” exposure to the asset class with additional benefits. These added benefits can be both strategic and tactical in nature, and include portfolio completion, investing speed and flexibility, and enhanced diversification and risk management.

Disclosure Information

This material is not, and is not intended as investment advice, an indication of trading intent or holdings or the prediction of investment performance. All information is current as of the date of this material. Views and information expressed herein are subject to change at any time. Brookfield Public Securities Group LLC disclaims any responsibility to update such views and/or information. This information is deemed to be from reliable sources however, Brookfield Public Securities Group LLC does not warrant its completeness or accuracy. This presentation is not intended to, and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, investment advice or service (nor shall any security, product, investment advice or service be offered or sold) in any jurisdiction in which Brookfield Public Securities Group LLC is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Indexes are unmanaged and are not available for direct investment.

All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment.  REITs are dependent upon management skills and generally may not be diversified. REITs are subject to heavy cash flow dependency, defaults by borrowers and self-liquidation.