David Kruth appears on Investment Matters
- 16 April 2026
This video explores how global REIT markets have evolved over the past three decades, shifting from traditional office and retail dominance to sectors like industrial, self-storage, healthcare, data centres and mobile towers. David Kruth, Dexus Global REIT Fund Portfolio Manager explains how structural changes in the economy and capital markets have reshaped index composition and investment opportunities, highlighting the rise of technology-driven real estate and alternative sectors such as assisted living. For investors, the discussion challenges outdated perceptions of property investing and provides a framework for assessing modern REIT exposures. It’s a valuable listen for understanding where growth is occurring globally, how sector weights have changed, and what to look for when building diversified real estate allocations.
This video originally appeared on InvestmentMarkets Investment Matters Podcast.
Invest in GREIT
The Dexus Global REIT Fund (DXGRF) is an investment strategy for global listed property developed to target higher income with low relative risk while maintaining the real value of capital over the investment time horizon. The fund invests in the developed markets of North America, Europe and Asia.
Disclaimer and important notes
Dexus Asset Management Limited (ACN 080 674 479, AFSL 237500) ("Responsible Entity") is the responsible entity of the Dexus Global REIT Fund (ARSN 642 411 292) (“DXGRF” or “Fund”) and issuer of units in the Fund. The Responsible Entity is a wholly owned subsidiary of Dexus (ASX: DXS).
This document has been prepared for informational purposes only and is not an offer, solicitation, or invitation to invest in the Fund.
The information in this document, including, without limitation, any forward-looking statements, or opinions (“Information”), may be subject to change without notice. Any forward-looking statements or opinions are based on estimates and assumptions related to conditions such as future business, economic, market, political, social or other conditions, that are inherently subject to significant uncertainties and risks. Actual results may differ materially from those predicted or implied by any forward-looking statements or opinions for a range of reasons.
While care has been taken in the preparation of this document, the Responsible Entity, Dexus, their related bodies corporate and their officers, employees and advisers make no representation or warranty, express or implied, as to the currency, accuracy, reliability or completeness of the Information. The Information should not be considered to be comprehensive or to comprise all the information which an investor or potential investor may require in order to determine whether to invest or deal in the Fund. Accordingly, to acquire or to continue to hold units in the Fund, investors will need to consider the product disclosure statement (“PDS”), target market determination (“TMD”) and all other relevant continuous disclosure materials for the Fund (“Disclosure Materials”). The PDS, TMD and Disclosure Materials contain important information about investing in the Fund and it is important that investors read them before making an investment decision about the Fund. The PDS, TMD and Disclosure Materials are available at www.dexus.com/dxgrf or by contacting us.
This document has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information in this document, and seek professional advice, having regard to their objectives, financial situation and needs.
The repayment and performance of an investment in the Fund (including any particular rate of return referred to in this document) is not guaranteed by the Responsible Entity, Dexus, any of their related bodies corporate or any of their officers, employees and advisers. This investment is subject to investment risk, including possible delays in repayment and loss of income and principal invested.
Past performance is not a reliable indicator of future performance.
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Due to rounding, any numbers presented throughout this presentation may not add up precisely to the totals provided and percentages may not precisely reflect the absolute figures.
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