High Conviction Property Securities Fund
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...
Webinar: Finding opportunities through the property pandemic
The Pengana High Conviction Property Securities Fund is Australia's only high conviction AREIT fund with an ESG focus and Pengana...
Webinar: Finding opportunities through the property pandemic
The Pengana High Conviction Property Securities Fund is Australia's only high conviction AREIT fund with an ESG focus and Pengana...