Portfolio Manager Steve Buller discusses his thoughts on the impact of a vaccine and the outlook for 2021. In terms of vaccine news, Steve says a vaccine is positive for the economy and for commercial real estate. He says it will be good for the gathering like retail, office and hotel sectors, which have been hit during the pandemic. He also touches upon on ESG investing. He believes ESG is hugely topical in the broader equity market. And in our world of real estate, the focus on CO2 emissions are on the physical buildings themselves. As Steve looks ahead to 2021, he is most optimistic in data centres, manufactured housing and single family rentals.
November 28, 2020