This content is restricted to a financial adviser audience and industry professionals only. It is not suitable for a retail audience or member of the public.
In The Spotlight –
Dexus DXGRF
Hosted by Payal Vasa, Sector Manager – Real Assets, Lonsec
Featuring: David Kruth, Portfolio Manager, Dexus Global REIT Fund
Episode highlights:
- Moderating inflation, stabilising interest rates and low new supply are improving earnings outlooks and supporting valuations across listed real estate.
- Wide dispersion between sectors and regions has made the market increasingly stock‑picker friendly, with active positioning offering clear advantages over index exposure.
- Private‑pay seniors housing and assisted living in North America stand out, underpinned by strong demographic tailwinds, tight supply and improving occupancy.
- Under‑researched and trading at deeper discounts, mid and small‑cap REITs offer greater potential for valuation upside than heavily owned mega‑caps.
This content is restricted to a financial adviser audience and industry professionals only. It is not suitable for a retail audience or member of the public.
By proceeding you confirm that you are either a Financial Adviser, a Fund Manager, or a Financial Services Industry Professional.
About Dexus
Dexus (ASX: DXS) is a leading Australasian fully integrated real asset group, that actively manages a high-quality real estate and infrastructure portfolio.
The Dexus Global REIT Fund (DXGRF) is an actively managed fund providing investors with exposure to a diversified portfolio of global listed property securities.
Investing for sustainable growth, relative total return and lower-than-market volatility, DXGRF invests in a portfolio of Real Estate Investment Trusts (REITs) listed in North America, Europe and Asia Pacific, concentrating on the regions and property types where developing structural trends and local fundamentals are driving the best prospects for sustained rental growth and total investment return.
More information regarding the Dexus Global REIT Fund is available here.

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