areit

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...

The global recovery post the pandemic remains uncertain with the fallout from the US election, US fiscal cliff, Brexit, and a COVID-19 second wave sweeping through...

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...