Xin Lang Cai Jing·2026-02-09 23:55Core Viewpoint - The report from CITIC Construction Investment indicates that the REITs market is expected to perform well in the first half of 2026 due to the concentrated release of policy dividends, focusing on three main lines: "anti-cyclical," "high prosperity," and "strong fundraising" opportunities brought by new policies [1] Group 1: Market Performance - The REITs market is anticipated to benefit from structural opportunities arising from new policies [1] - The focus is on sectors with strong anti-cyclical attributes, including consumer infrastructure, policy-based rental housing, and municipal environmental protection [1] Group 2: High Prosperity Sectors - High prosperity sectors aligned with national strategic directions are highlighted, such as data centers and certain logistics and highway projects that are experiencing marginal recovery in prosperity [1] Group 3: Long-term Strategic Value - Public REITs are viewed as a long-term strategic value as "asset listing platforms," with strong fundraising demands from original equity holders and a reserve of quality assets in related sectors [1]