Global REIT Trends and Capital Flows in 2026

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Global real estate investment trusts (REITs) are expanding rapidly into new asset classes and regions. In this episode, industry leaders discuss the major trends shaping the sector — from infrastructure investment and capital flows to new markets entering the REIT ecosystem.

The discussion also examines South Africa’s position in the global REIT landscape, the role of the Global REIT Alliance, and how technology and policy will influence real estate investment in the coming years.
Chapters
  • 00:02 Global Forces Reshaping REITs
  • 01:43 The Role of a Global REIT Ambassador
  • 02:47 Major Global REIT Trends
  • 04:09 What Global Trends Mean for South Africa
  • 06:57 Infrastructure and Alternative Assets
  • 08:42 Lessons from China and India
  • 10:13 Where Global Capital Is Flowing
  • 11:20 Regional Growth in REIT Markets
  • 11:54 Capital Flows and Market Activity in South Africa
  • 13:59 New Markets Entering the REIT Sector
  • 15:35 REIT Opportunities Across Africa
  • 17:43 Global Risks for 2026
  • 20:39 Managing Income in Uncertain Times
  • 21:56 The Role of the Global REIT Alliance
  • 24:07 Sharing Global Best Practice
  • 25:49 Benefits for South African REITs
  • 26:41 What Investors Should Watch in 2026
  • 28:01 AI, Tokenisation and the Future of REITs
  • 29:28 Final Takeaways
16 Mar English South Africa Business · Investing

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