areit

Nothing has been easy over the last few years, least of all investing in A-REITs.  After a decade of reliable returns prior to 2020, a global pandemic made panic the...

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...