REIT all about it "Issue 1234 - In this week's "REIT all about it…"" Boissier

Research evidence excerpt

REIT all about it "Issue 1234 - In this week's "REIT all about it…"" Boissier

Global Research

19 June 2026ab

REIT all about it Equities

GlobalIssue 1234 - In this week's "REIT all about it…"

Real Estate

Charles Boissier, CFA

Performance overview Analyst

Over the past week, Global Real Estate has returned -0.8% and Global Equities +2.6% charles.boissier@ubs.com

in USD. Regionally, Australia (+2.3%) performed strongest, while Hong Kong was the +44-20-7568 4415

weakest (-2.1%), in local currency. Check out our recent Global Real Estate Sector Keys John Lam, CFA

deck for latest trends, themes, valuation and more. Analyst

john-za.lam@ubs.com

+852-2971 6358

Australian REITs - Peak rates or a dash too much optimism?

The sector has rallied strongly on expectations of peak rates, with the A-REIT200 (equal Michael Lim

weighted) up 7.9% in the past 5 days vs. the ASX200 which is up 3.3%. However, we Analyst

michael-h.lim@ubs.com

remain cautious on elevated inflation and UBS economists expect a further cash rate

+65-6495 5902

hike in Aug-26, which likely limits a material pull-back in yields and near-term sector

outperformance. Clocking in at the AI factory: The Centuria and ResetData Investor Day Kazufumi Takeuchi

saw high attendance from real estate specialists and equities generalists alike with Analyst

kazufumi.takeuchi@ubs.com

strong interest in CNI's nascent AI exposure. ResetData is central to Centuria discussions,

+81-3-5208 6269

while CIP (Buy rated) is key to unlocking DC value. CIP focuses on income from existing

DC assets and optimizing land use via approvals, DC conversions, or land sales. Michael Goldsmith

Analyst

michael.goldsmith@ubs.com

U.S. Single Family Rental REITs - Get the show on the ROAD +1-212-713 2951