2022 A-REITs in a nutshell

2022 was characterized by sharp movements in bond yields and cash rates rising steeply in response to higher inflation. The...

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High Conviction AREITS

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

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What to expect from AREITs this reporting season

We expect a solid earnings season for the AREIT sector, driven by a strong recovery in retail which has been...

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Which REITs will shine even when growth slows?

The sharp rise in long bond yields from 1.5% at the beginning of the year to 3.6% in June continued...

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Which AREIT sub-sector to be in with rising rates

AREITs have been a key beneficiary of cap rate compressions and falling interest rates in the past 10 years.  With...

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High Conviction Property Securities Fund Investment Update

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

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Quality is key in an ‘oversold’ A-REIT sector

The sell-off in property has opened up some good buying opportunities in quality and alternate Australian Real Estate Investment Trusts...

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It’s time to add A-REITs to your Portfolio

With increased volatility caused by geopolitical tensions and rising oil prices, defensive sectors such as REITs are starting to look...

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The AREITs best placed to maintain pricing power and grow earnings

In an inflationary environment with rising interest rates, our focus has turned to which stocks and sub-sectors are best placed...

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Pengana Capital Group