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...

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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...

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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...

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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...

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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...

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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)...

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2021 Is All About Stock Selection

2020 has been all about beta and understanding how the market trades in and around a pandemic induced recession. For...

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The road to recovery for AREITS

The global recovery post the pandemic remains uncertain with the fallout from the US election, US fiscal cliff, Brexit, and...

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COVID’s winners and losers in Australian real estate

Since the onset of the COVID-19 pandemic, the listed property sector has been amongst the most impacted.  The S&P/ASX 300...

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