Koh Shern-Ling, portfolio manager at Principal Global Investors. (Photo: Principal Real Estate Investors)

Concerns over 10-year Treasury yields and the prospects of rising interest rates may have been dominating headlines since the start of the year, but 2021 should be a good year for REITs overall, said Principal Global Investors in response to questions from REITsWeek.

And while the rotation into cyclical sectors may prove to be anathemic to selected counters, REITs that are plugged in to the gradual re-opening of the economy will be poised to benefit from it.

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By Ridzwan Rahmat

Ridzwan has been analysing REITs and business trusts since 2008, and personally manages a portfolio comprising mainly of SGX-listed REITs. He founded REITsWeek in 2013.