areit

We expect a solid earnings season for the AREIT sector, driven by a strong recovery in retail which has been impacted by COVID; high earnings growth from the fund...

The recent market downturn and macroeconomic environment has improved the valuation profile and outlook of Australian Real Estate Investment Trusts (A-REITs). ...

The S&P/ASX 300 A-REIT Accumulation Index fell sharply, giving up 17.5% in the quarter ending 30 June 2022. The property index underperformed the broader equity...

Let's not mince words - the window of publicly available investment ideas has been narrowing for some time. As interest rates rise by multiples of market expectations...

Quality is key for listed property trusts as the A-REIT sector rebounds from a selldown in early 2022 while navigating high inflation and potential interest rate rises...

With increased volatility caused by geopolitical tensions and rising oil prices, defensive sectors such as REITs are starting to look attractive again.A-REITs have...

In an inflationary environment with rising interest rates, our focus has turned to which stocks and sub-sectors are best placed to maintain their pricing power and...

ESG investing continues to grow at a rapid rate. This is driven by investors wanting their investments to be aligned with their beliefs, to mitigate investment and...

This month, Australia’s two largest economies started reopening after months of lockdown, with expectations that it could unleash a wave of consumer spending and...

The collapse of Lehman Brothers is widely credited with triggering the global financial crisis. In 2008, bad debts spread throughout the global financial system came...

While Dimitri is a proud Greek-Australian, he wields the luck of the Irish when it comes to picking his moments in life and the market. Dimitri moved to Australia to...

Looking at the reporting season scorecard, there was a vast improvement compared to last year. 15 REITs provided either EPS or DPS guidance. Those withholding guidance...

Right from the start over 50 years ago, Australian real estate investment trusts (AREITs), then known as listed property trusts (LPTs), were tailored to risk averse...

Since the pandemic shock of early last year, investors have more recently focused on the after-effects. Record government stimulus, monetary policy easing and the...

If cash is king, then rent is an ambitious prince for listed property investors. It’s all (mostly) about rental income for those sifting real estate investment trusts...

Spurred on by friendly government policies and generous tax concessions, the property sector is a perennial favourite of investors. But outside of buying houses and...

In what now seems a distant memory, Australian Real Estate Investment Trusts (A-REITs) were rallying at the start of 2020, reaching a peak on 20 February 2020, up by...

The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a sell-off in yield-sensitive sectors such as REITs. Consistent with market...

When you consider the Australian commercial property market, low-interest rates, stay-at-home orders and a worldwide pandemic is a recipe for disaster, right? Yet 2020...

2020 has been all about beta and understanding how the market trades in and around a pandemic induced recession. For AREITs there were obvious winners and losers from...