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

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

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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. Show More