REIT all about it "Issue 1229 - In this week's "REIT all about it…"" Boissier

研报英文原文证据摘录

REIT all about it "Issue 1229 - In this week's "REIT all about it…"" Boissier

Global Research

15 May 2026ab

REIT all about it Equities

GlobalIssue 1229 - 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 -1.1% and Global Equities +1.4% charles.boissier@ubs.com

in USD. Regionally, the US (+0.04%) performed strongest, while Japan was the weakest +44-20-7568 4415

(-4.2%), in local currency. Check out our latest Global monthly strategy document - Data John Lam, CFA

centers and self storage lead real estate rally. Analyst

john-za.lam@ubs.com

+852-2971 6358

China Property - Ride on AI Supply Chain; Three Reasons to Upgrade

We are increasingly positive on the China property sector due to improved housing Michael Lim

demand visibility, positive wealth effects and falling vacancy rates in tier 1 suburbs. Analyst

michael-h.lim@ubs.com

Property prices are expected to stabilize in 2026 and rise in tier 1 cities by 2% in 2027.

+65-6495 5902

Upgraded COLI, BEKE, Jinmao, CMSK to Buy; favor CR Land for tier 1 exposure and asset

securitization. Kazufumi Takeuchi

Analyst

kazufumi.takeuchi@ubs.com

Global Real Estate - Data centres and self storage lead real estate rally +81-3-5208 6269

April 2026 delivered +8.5% returns, driven by broad-based gains in Global Real Estate

Michael Goldsmith

and low dispersion (2.9%). US (+9.0%) led, followed by Asia and Europe (+7.5%).

Positive earnings, capital recycling and guidance revisions supported REITs' michael.goldsmith@ubs.com

outperformance amid volatile rates. Risks persist from energy shortages and geopolitical +1-212-713 2951

uncertainty in the Middle East.

John C. Hodulik, CFA

U.S. Apartment REITs - No Bend In The Trend? john.hodulik@ubs.com