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