High Conviction Property Securities Fund
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...
Reporting season demonstrates resilient earnings from AREITs
There was much anticipation from REIT investors going into this reporting season. It not only reveals how AREITs are coping...
How this AREIT investor is approaching reporting season.
2023 brings new optimism into the REIT sector with a slowing of cash rate hikes as inflation moderates, along with...
2022 A-REITs in a nutshell
2022 was characterized by sharp movements in bond yields and cash rates rising steeply in response to higher inflation. The...
High Conviction AREITS
Portfolio Manager Amy Pham provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
0.5 CPD
What to expect from AREITs this reporting season
We expect a solid earnings season for the AREIT sector, driven by a strong recovery in retail which has been...
Which REITs will shine even when growth slows?
The sharp rise in long bond yields from 1.5% at the beginning of the year to 3.6% in June continued...
Which AREIT sub-sector to be in with rising rates
AREITs have been a key beneficiary of cap rate compressions and falling interest rates in the past 10 years. With...
High Conviction Property Securities Fund Investment Update
Portfolio Manager Amy Pham provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...