Intro

I’m (re)building a separate website called reitplanet.com, which I’ll launch in early 2026.

In the interim, I’ll use this space to test some experimental elements of the site.

What’s in reitplanet.com?

  1. 1
    REIT building blocks
  2. definitions: current and evolving
  3. what makes a modern REIT
  4. REIT benefits – why they are attractive to investors, governments and society
  5. REIT hierarchies: sectors, types, styles and themes
  6. 2
    global REIT snapshot
  7. overview and key statistics
  8. global REIT investment universe – country and region audit
  9. prospective global REIT club members and potential market size
  10. the globalisation timeline of REITs
  11. four generations of REITs
  12. maturity ranking and regime complexity score
  13. historical investment performance
  14. 3
    REIT universe megadrivers
  15. introduction – megadrivers shaping the REIT 4.0 era
  16. megadriver 1: the rising global middle class on an urbanising planet
  17. megadriver 2: the social infrastructure financing challenge
  18. megadriver 3: technological innovation and the clean energy transition
  19. 4
    five REIT trends
  20. introduction to REIT trends
  21. trend 1: the universe of REIT sectors is expanding fast
  22. trend 2: REITs are evolving into a global franchise
  23. trend 3: governments will encourage REITs to deliver social and economic infrastructure
  24. trend 4: REITs are at the ESG vanguard
  25. trend 5: REITs will emerge as trusted digital assets in the blockchain economy
  26. wildcards: more trends to watch
  27. 5
    conclusion and strategy playbook
  28. strategies for fast-tracking the spread of REITs as a respected global asset class
  29. A
    annexes
  30. glossary
  31. a logical framework for classifying REIT sectors and types
  32. a template for “state-of-the-art” REIT public policy frameworks
  33. REIT leaders survey – methodology
  34. REITs as part of the real asset family – where the REIT investment universe fits size-wise