areits

Matthew  Coleman

With Labor tipped to win the next election, and franking credits in their sights, here are eight reasons we believe conservative investors looking for sustainable income over the long term should consider AREITs for their portfolios. Show More

Mark  Mazzarella

Many sports fans are currently in the grip of World Cup fever, nocturnal creatures obsessively drinking in every minute of soccer’s greatest tournament, even if it no longer features the Socceroos. Show More

Michael  Doble

In December last year, Unibail-Rodamco (a major European listed property trust) made an offer to purchase Westfield Corporation. The offer to Westfield shareholders is based on a combination of cash and Unibail shares and Australian investors will be able to invest in the merged entity in the form of units... Show More

Michael  Doble

The retail sector faces Armageddon! Amazon’s arrival is killing lazy, inept local outfits, and online retail sales are booming. It’s just a matter of time before the tumbleweed rolls down the empty corridors of your local shopping centre... Show More

Corrine Ng

When Australians travel we like to explore the unfamiliar. We’re quick to purchase the latest gadgets and we crave international brands. In the corporate world, many professionals consider themselves global citizens, travelling abroad for work and play. Show More

Patrick O'Reilly

Technology has disrupted many industries but commercial property isn’t one of them. Buildings are still buildings, and the predictability of the rents is the source of the stable, reliable returns property trust investors demand. Disruption is, however, creating an opportunity with all the attractions of traditional commercial property plus richer... Show More

Pat Barrett

While US stocks rise to record levels thanks to The Don's "phenomenal" tax cuts, French and Italian bonds gained amidst political risk. Many discount Le Pen's chances in France but those same commentators discounted Trump's chances and Brexit. At home, there have been signs of strain with weaker earnings reported... Show More

Pat Barrett

"I like thinking big. I always have. To me it's very simple: if you're going to be thinking anyway, you might as well think big." – Donald J Trump. The world has been mesmerised by The Don this week with mixed reactions and outlooks hitting our desk. Will Trump go... Show More

Pendal Group

Investment properties have been flavour of the decade for many investors, with house prices rising rapidly in cities like Sydney and Melbourne. But as this bull market flattens, it’s time to look at the number of alternative (and ‘tenant free’) ways to invest in property. In 2016, listed property stocks... Show More

Livewire Equities

Perpetual’s Head of Equities Paul Skamvougeras thinks bond-proxies, including REITs and infrastructure stocks, are looking overpriced. "People are looking at the spot interest rates and valuing some of these companies. We think you need to take a through-the-cycle approach - that yields a different result when you look at the... Show More

Pat Barrett

AREITs continued the good news story with some solid financial results and only a couple of disappointments, led by Cromwell (CMW). In late news Bunnings Property Trust (BWP) received news from their tenant Bunnings that they will exit up to seven existing sites. Essentially, Bunnings will replace some of its... Show More

Clime Asset Management

The market is thirsty for yield and it's definitely there to be exposed. In this analyst opinion piece we look at the themes coming out of reporting season thus far and the likely implications for the remainder of the companies reporting their results. http://www.clime.com.au/investing-report-archive/reporting-season-whats-hot/ Show More

Pat Barrett

There were a handful of results this week highlighted by the Goodman Group. It really was a standout with EPS growth of 7.8%. Once again, and just like every year for the past five years, they exceeded initial guidance. What's even better is the fact that they’ve been selling assets... Show More

James Marlay

This time last year Tim Hannon, Chief Investment Officer of Freehold Investment Management, shared his thoughts on National Storage Reit (NSR): https://www.livewiremarkets.com/wires/21864. Since posting, shares in NSR have added 30%+ and paid distributions of 7.8c. We touched base with Tim for an update. “National Storage continues to execute well on... Show More