Our thoughts: If you find the concept of earning recurring rental income through REITs and real estate investments fascinating, you might be interested in learning more about how companies have successfully transformed their revenue model into a subscription based one. Rather than earning one-off transactions with their customers, businesses are delighting their clients with ongoing value, and investors with predictable revenues. Read on to find out how experts from Thematics Asset Management, dedicated equity investor in innovative thematic strategies, assess the attractiveness of these companies. The comeback power of subscriptions As outlined in our previous “Thematics Insights”, we think it makes sense to dive a little deeper into the economics of a subscription and its real value. We have already identified several reasons why both consumers and businesses are subscribing more and more to products and services. But obviously there are also strong incentives...