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Rate relief spurs rosy outlook for REITs

ASX-listed listed property stocks, battered by two years’ of high interest rates, could soon become “buys” as inflation eases more...

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2023 In Review with Portfolio Manager Amy Pham

  In this interview, Adam Myers speaks with Amy Pham, the Portfolio Manager for the Penana High Conviction Property Securities...

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A turning point for AREITs this year may not ‘lift all boats’

2024 could be a turning point for AREITs following a period of rate hikes and rising bond yields. While we...

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Is now the time to buy REITs?

By Larry Schlesinger – Financial Review – original article Australia’s listed real estate investment trusts– or A-REITs as they are...

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Why REITs, why now, why us?

The last financial year was all about the rising cost of capital in response to stubbornly high inflation rates. This...

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A new playing field

We believe the market is entering a new playing field with higher inflation, higher interest rates, and lower growth.  The...

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From fear of inflation to fear of recession, and 2 factors to drive outperformance

The Australian REIT sector continued its rollercoaster ride of performance, delivering a +5.2% return in April, after the RBA’s pause...

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Commercial real estate concerns – Are they justified?

The recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real...

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This property fundie warns REIT investors to do their homework

By Joanne Tran and Emma Rapaport – AFR – original article Pengana Capital portfolio manager Amy Pham was seven years old when she...

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