One of the most frequently asked questions from investors at the 2022 IPO REIT Investment Conference IR held by the Korea REITs Association in November was the frequent replacement of key managers. Manager position turnover at some REITs companies recently has caused concern among investors. But I see this as an encouraging sign, because manager competence is one of the main factors affects the performance of a REIT. Even when the listed REITs market was relatively young, investors typically focused on name value and assets of sponsors. Now that the market is maturing, the importance of management is coming to the fore. In times of high volatility such as after […]