Global Reits

Resolution Capital Portfolio Manager, Julian Campbell-Wood, provides an update on the Global REIT market.

What do people mean when they talk about investing in real assets? What makes owning a slice of a building or gas pipeline different from owning a slice of a bank or a...

Japan was the strongest market from a regional perspective for global listed real estate during Q2 as solid fundamentals combined with increased corporate governance...

Being an investor in listed global real estate has been tough of late.

Resolution Capital believes the sharp falls in global property investments have created seriously compelling opportunities.

Delivering a total return of -23% to the end of October in local currency terms, this hasn’t been a great year for Global REITs. Whilst disappointing, it is also...

Property assets have been swept up in this year’s sell-off. On the face of it, it’s easy to see why. When rates go up, property assets get hit hard because property...

Thinking back to the beginning of the year, if markets believed that by April: US inflation would accelerate from 7.0% to 8.5% and drag global inflation along with...

Just as diversification through global equities and bonds is a prudent approach for more conservative investors, we believe that deepening this spectrum to include...

Investors seeking income generally do so at the expense of growth. After all, a dollar returned in income, is a dollar not reinvested. But the 'Fourth Industrial...

As we approach the end of 2021, views on how we live, work and play in a post-COVID world are becoming clearer. Uncertainty remains but our base case at First...

As interest rates hover at historic low levels, investors are being starved of income from traditional fixed income sources. Investors are taking on more risk and are...

Lately, the property market has been touting the success of the industrial market to the exclusion of all else. With the rise of e-commerce through COVID-19,...

In the current low-interest-rate environment, investors are on the hunt for consistent income, but they don't want to forego the returns seen from some of the major...

Why limit yourself to Australian real estate investment trusts (A-REITs) when there is a whole world of property you can invest in? Global REITS (GREITs) have a market...

In a recessionary world with low-interest rates, an investor’s ears might prick up at the mention of an 8-11% dividend yield. But investors would be even more...

There are REITs one can access around the globe, particularly in North America, offering exposure to sectors that are simply unavailable in Australia. Not only are...

When office spaces shut down globally in March, investors were quick to sell off office leasing spaces. But nine months down the track, the city is becoming slightly...

With global lockdowns being reinstated, particularly in Europe, one would think that the global REIT market is one to avoid. But the opportunity in this space could be...

Small companies are an interesting asset class. Almost every leading company today was once a small company. And getting the call right can be extremely...