areit

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...