High Conviction Property Securities Fund
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,...
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...
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...
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...
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...
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...
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...
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...
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)...