Glacier has dedicated their Funds on Friday publications for the month of September 2023 to Catalyst Fund Managers.
| In this article, Marcus Erlank, a Director & Portfolio Manager at Catalyst Fund Managers, highlights the importance of real estate and lists the benefits of investing in listed real estate instead of direct real estate. The author also highlights the evolution of the real estate universe over time, with new and rapidly growing sub-sectors gaining institutional recognition; thus, allowing for an outsized portion of the investor’s total investment return to come from growth rather than the dividend income. Additionally, the article considers the impact of the macro environment, discussing its performance during periods of tightening and loosening monetary policy cycles. |
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