• Gravis Capital Management analysis dated 30.06.26 flagged listed real estate shifting toward sectors tied to long-term structural demand.
• Digitalization cited as a key driver for data centers, communications infrastructure, modern logistics; AI, cloud computing, e-commerce underpin demand.
• Demographic pressures highlighted for healthcare property; “generation rent” expected to support build-to-rent housing, student accommodation, managed residential assets.
• Income outlook framed around long leases, inflation-linked rent escalators, persistent demand-supply imbalances; positioned as potential for rising cash flows.
• Liquidity advantage emphasized versus direct property; active management seen as key amid sector dispersion, discounts to asset values, rising M&A interest.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Gravis Capital Management Ltd. published the original content used to generate this news brief on June 30, 2026, and is solely responsible for the information contained therein.