Hear from industry experts on what is really driving property markets today, and what you could expect ahead.
Most direct property segments have solid fundamental support for valuations. Retail has been viewed as the exception. Landlords see many tenants under siege from the reality and expectation of growth in ecommerce. This impacts valuations. However, it is hard to confirm the extent of this trend as sales of major... Show More
The Australian housing market is crazy. Plenty of pundits are calling for the bottom of the current housing downturn now that a “house price friendly” federal government has been elected but there is little recognition of how messed up the current cycle is and why that makes any sort of... Show More
Commercial real estate is an income-generating asset class that covers a broad range of property types, including office buildings, shopping centres, warehouses and other specialist properties such as hotels, childcare centres and data centres. As an alternative investment to equities and bonds, investments in commercial real estate assets offer the... Show More
There has been an exhaustive amount of analysis and opinion directed at the key drivers behind property prices in Australia. Livewire recently asked Tim Johansen, Managing Director – Real Estate Finance at Qualitas, for his views on what it will take to lure buyers back to property markets. He points... Show More
Like most assets classes, the property market moves in cycles and with that comes periods of boom and bust. Tim Johansen, Managing Director – Real Estate Finance at Qualitas, says the pull back in property markets is providing a necessary detox after a period of excess and exuberance. “When you have... Show More
If you’re an Australian Real Estate Investment Trust (AREIT) investor looking for reliable, stable income, you are being misled. The AREIT Index is not what you think and Goodman’s latest result shows how much you’re being led astray. Describing its mission as “logistics space for the world’s greatest ambitions”, Goodman is... Show More
To establish a "pure property debt" listed investment trust amid all negative sentiment permeating the Australian property market would have many pundits scratching their heads – but that is exactly what Qualitas did successfully in the final quarter of 2018, raising $230 million. And appetite for commercial lending only looks... Show More
The AREIT sector returned 3.3% over 2018. Compared to Australian equities, down 3.1%, it was a respectable performance considering the wintry outlook predicted by some experts late last year. The year-to-date figures add the gravy. AREITs have returned 6.6% year-to-date while equities have delivered 4.6%. But don’t read too much into... Show More
When you think of the phrase ‘property investing’ what comes to mind? A unit in a nearby apartment block, a block in an expanding suburb, or maybe a beachside studio? If so, we’d like to expand your horizons. With residential property prices falling it’s a great time to look up... Show More
The critical financial issue in the Australian economy at present is clearly the possible economic effect of the decline in home prices. We have been warning about high home prices and household debt since 2015, but have always known that the timing of any downturn would be difficult, if not... Show More
