REITs May Attract $105B in Capital: Timbercreek's Russo

The video tutorial discusses the exposure of general equity portfolio managers to REITs, highlighting the current state of US mutual funds and their weighting strategies. It explains how financials impact the weighting of REITs and describes the rules governing sector weighting in mutual funds. The tutorial concludes with a discussion on the potential capital flows into the REIT market to achieve market weight, estimating a need for $100 to $105 billion in new capital.

Explain the concept of being underweight in a sector as mentioned in the text.

What are the potential capital flows mentioned in relation to mutual funds adjusting their sector weight?