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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...

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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...

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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...

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High Conviction AREITS

Portfolio Manager Amy Pham provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...

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0.5 CPD

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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...

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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...

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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...

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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...

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Quality is key in an ‘oversold’ A-REIT sector

The sell-off in property has opened up some good buying opportunities in quality and alternate Australian Real Estate Investment Trusts...

Pengana Capital Group