A few weeks ago, analysts over at Source Multi Asset Research published a research note highlighting the attractiveness of real estate investment trusts. Source presented data which showed that year-to-date, real estate (the FTSE EPRA NAREIT index) has been the best performing global asset with a USD total return of 12.6%. Within the US the return is 16.5%, which beats equities, Treasuries, and credit. But the argument for REITs as an asset class doesn’t stop at the beginning of this year. Indeed, Source analyzed nearly two decades of data and found that real estate had outperformed equities, Treasuries and high-yield since…
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