Pension funds need to rethink listed and private real estate allocations

Cohen & Steers says a reset in commercial real estate is in full swing

clock • 10 min read
Jon Cheigh is chief investment officer at Cohen & Steers
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Jon Cheigh is chief investment officer at Cohen & Steers

The last two and a half years have seen a pronounced disparity in returns between listed and private real estate.

After declining well ahead of private values, listed REITs have risen sharply from their October 2023 lows. Unlevered private real estate values, on the other hand, have declined more than 20% over...

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