The end of lockdowns

As we come out of lockdown, our focus turns to the two real estate sub-sectors which have been most affected,...

Read More

We’re looking for an investment analyst

The Pengana High Conviction Property Securities Fund believes each security has an underlying or intrinsic value, and that securities become...

Read More

AREITs – In search of growth

Looking at the reporting season scorecard, there was a vast improvement compared to last year. 15 REITs provided either EPS...

Read More

4 Factors influencing the future of the Real Estate sector

The last three months have seen a dramatic rally in the AREIT sector as Australian 10-year bond yields came down...

Read More

The year ahead for REITs

Fund Manager Amy Pham provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...

Read More

The housing boom – and how to get exposure via REITs

One of the key focuses during the month was the strength of the residential market.  What a difference six months...

Read More

Bond Yields – A Disruptor to REIT Fundamentals

The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a...

Read More

The next growth phase for AREITs

As structural and secular trends are disrupting the retail, office and industrial sectors, these trends are also supporting the emergence...

Read More

What’s in store for REITs in 2021?

COVID-19 has caused havoc in the REIT sector with economic shutdowns, rent relief and concerns about behavioural changes (structural shifts)...

Read More