Global real estate: income and the contrarian case with David Kruth from Dexus

Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that neglect has created a genuine buying opportunity. As Portfolio Manager of the Dexus Global REIT Fund, Kruth walks through the fundamental metrics that make the asset class stand out right now, from rising income flows to the likely kicker of capital growth. He also unpacks where the real dispersion lies across sectors and geographies, and what a healthy allocation might look like for private wealth clients.