Quay Global real estate

A stall in price declines while interest rates keep climbing sparked another debate on the direction of the Australian residential market.

Using comparable sales as a measure of value for real estate is a trap. Here's how you should be valuing property instead.

One of the biggest opportunities in property markets is starting to hit and Chris Bedingfield argues it's largely economically insensitive.

One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve. The US yield curve A positive sloping curve (as...

The definition of a ‘bond vigilante’ is a bond trader who threatens to sell, or sells, a large amount of bonds to protest or signal distaste with policies of the...

A confusing macroeconomic backdrop It’s been a volatile year. High inflation, along with actual and expected high interest rates, have roiled markets across...

In our latest podcast, I speak with Bennelong Funds Management's Holly Old about the latest - and highly popular - Investment Perspectives article, 12 charts we're...

Quay’s investment analyst Gavin Truong outlines the latest trends in housing, retail and venture capital – and what they mean for investors. Transient inflation – a...

It’s been a tough six months; not only for listed real estate, but for most risk assets as well. Even the natural portfolio risk dampener, sovereign bonds, has...

A few weeks ago, I spoke to Bennelong Fund Management's Carl McMinn to discuss the changing market environment, what’s ahead for the sector, and how Quay is...

In global real estate, there has been no sector that has enjoyed more demand tailwinds over the past 10 years than industrial. Naturally, the trend in online retail...

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...

“When you look at our portfolio globally, we have quite a lot of residential – mainly in the United States, but also in Europe. We like residential because it’s a...

House prices in Australia rallied more than 22% in 2021, and many countries saw similar rises. With rate rises expected around the world this year, will that be enough...

One of the many accepted truisms in real estate is that properties with a long weighted average lease expiry tend to be lower risk. But is that true? Chris Bedingfield...

US corporate earnings (S&P 500) totalled US$421 billion, up 27% compared to the first quarter of 2019 (pre-pandemic earnings). At a time when unemployment remains...

Houses, apartments and warehouses: we all know what they are, but once they cross into the investable universe we can lose sight of what makes them compelling (or not)...

Real estate - still missing out on the recent recoveryIn June, we provided an update on the real estate market and some early observations regarding the impact...

In this episode, Chris and David discuss the impact of COVID-19 on property asset prices. Chris is a portfolio manager for the Quay Global Real Estate Fund. The fund...

Quay Global Investors is a boutique investment manager focused on wealth preservation and creation through innovative strategies in real estate securities. Since...