areit

The AREIT sector has had a strong come back since falling 35% in March 2020. For the six month period to the end of September, the sector rallied 29%, outperforming...

The ramifications of Covid-19 have been felt across economies around the globe, however, it has become evident that not all sectors have been treated equally. With...

Amazon, Google, Woolworths, Tesla. No this isn’t an Ari Gold sales pitch(1) but rather a list of recent contract announcements by ASX companies we’ve seen greeted...

While many banks and industrial companies are reducing or cancelling their dividends altogether this year, Australian Real Estate Investment Trusts (AREITS) still...

The AREIT sector had a strong bounce in August, up 7.95% for the month and outperforming the broader market, which returned +2.8%. This reporting season was one of the...

It’s only natural that investors are feeling nervous about the future of A-REIT and infrastructure sectors (outside of industrial and utility stocks). Since the...

Historically, low interest rate environments, and particularly when bond yields have declined (ie bond prices have risen), long dated assets such as real estate have...

The focus of this reporting season will be on free-cash-flow and the valuation impact on REITs due to COVID-19. The market will look for clarity on various treatments...

Australians have a love affair with property. But there are a number of ways to own property – and earn an income from it. Two of these include listed real estate...

Since the onset of the COVID-19 pandemic, the listed property sector has been amongst the most impacted. The S&P/ASX 300 A-REIT Index was down 35% in March before...

Everyone loves the notion of something for nothing – especially if the government is footing the bill - but for the childcare operators the hastily implemented “free”...

There was a distinct quietness in capital markets this week. $449m was raised via Placement a far cry from the $5.7b raised last week. One possible explanation is...

Offices are going extinct. Shopping malls are going to become ghost towns. These are some of the theories being bandied about by investors looking to the other side of...

When Freehold Investment Management was established in 2010, we set out to offer investors an opportunity to invest in a portfolio delivering sustainable income and...

Grant Mackenzie, Senior Portfolio Manager at Freehold Investment Management, summed up what’s unique about this crisis with a few, well-chosen words. “We’ve never...

One of the reasons we launched our fund nearly six years ago was that we believed the market exhibits material price inefficiencies across companies, geographies and...

Over 2019 Aventus (AVN) was a great example of our view that not all retail is equal. The stock returned 44.1%, making it not only the best performing retail AREIT...

In September last year we penned a piece titled the ‘Impact of negative rates on global capital flows’ in which we laid out the case for increasing demand for higher...

At Livewire Live recently, Magellan’s Hamish Douglass revealed a chat with two former US central bankers that changed his view on where rates were going. The company's...

In investing, as in other areas of life, there is the visible and the hidden. Something tangible, like an object or a number, is easily seen, and more memorable...