Infrastructure outlook Q3 2025: Resilience and opportunity
Infrastructure investment gains momentum in Q3 2025, driven by energy, transport, and a stabilising economic and policy landscape.
Mark Mazzarella, Head of Real Estate Securities, was recently featured on the IMAP Independent Thought Podcast, hosted by Emily Barlow from Perpetual Private.
In this engaging episode, Mark explores the evolving role of listed Real Estate Investment Trusts (REITs) in diversified investment portfolios. The conversation offers valuable insights, covering topics such as:
- The liquidity and diversification benefits of listed versus unlisted property
- How REITs can deliver both defensive and growth characteristics
- Integrating AREITs and Global REITs with bonds, hybrids, and other income-generating assets
- The influence of macroeconomic trends including ageing demographics, artificial intelligence, and supply constraints
- Why listed property presents a compelling opportunity in the current market environment
Whether you're an adviser seeking to enhance portfolio construction or an investor interested in real estate trends, this episode provides timely and practical perspectives.
AREIT risks and rewards: Your 2025 guide
We explore the seven major benefits of using AREITs to gain exposure to the commercial property sector.
Retail reinvents itself as consumer confidence rebounds
Once viewed as the most exposed to structural disruption, the retail sector is reinventing itself as consumer confidence rebounds.
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