Nareit's Reit Report Podcast

Episode 443: Cohen & Steers’ Ji Zhang Sees Scope for REITs to Outperform Equities

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Sinopsis

Ji Zhang, portfolio manager for global real estate at Cohen & Steers, was a guest on the latest episode of Nareit’s REIT Report podcast. Zhang spoke about her firm’s recent entry into the active exchange traded fund space, including the Cohen & Steers Real Estate Active ETF.Zhang explained that the ETF is designed specifically to invest in “high conviction ideas” in U.S. REITs, while opportunistically investing in international and other real estate-related securities. “The ultimate goal is to provide total return and portfolio diversification,” she said.The backdrop for REIT fundamentals is “quite healthy,” supported by steady demand and meaningfully below-trend supply, Zhang said