areits

The recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real estate in Australia. A reduction in...

There is much written about office, industrial, and retail property; however, the proliferation of specialised real estate investment trusts (REITs) is also...

2022 was characterised by sharp movements in bond yields and cash rates rising steeply in response to higher inflation. The impact on A-REITs was felt primarily...

Australian Real Estate Investment Trusts (A-REITs) A-REITs have had a 2022 they would rather forget, underperforming the market by over 18%. But, this year’s worst...

For Michael Baliva, Head of Real Estate and Matt Healy, Head of Retail at Elanor Investors Group (ASX: ENN), adding value is the name of the game. Elanor argues the...

"The best place to hide something is in plain sight" Edgar Allan Poe We have spent countless hours these past few years hunting for asymmetric opportunities. We have...

For years, the financial press - myself included - has spilt much ink on the woes of retirees and those reliant on the income generated by their investments. With...

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...

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...

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...

The collapse of Lehman Brothers is widely credited with triggering the global financial crisis. In 2008, bad debts spread throughout the global financial system came...

While Dimitri is a proud Greek-Australian, he wields the luck of the Irish when it comes to picking his moments in life and the market. Dimitri moved to Australia to...

Since the pandemic shock of early last year, investors have more recently focused on the after-effects. Record government stimulus, monetary policy easing and the...

Spurred on by friendly government policies and generous tax concessions, the property sector is a perennial favourite of investors. But outside of buying houses and...

When you consider the Australian commercial property market, low-interest rates, stay-at-home orders and a worldwide pandemic is a recipe for disaster, right? Yet 2020...

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...

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...