Clime Asset Management

Real estate investment trusts were among the strongest performing sectors of the Australian sharemarket in 2014. That's not surprising, as investors hunt for income and yield, which property-based investments traditionally deliver. Industria REIT stapled securities is one property-related opportunity that we think is still attractive. Industria listed in -December 2013... Show More

Schroders Australia

A wolf in REIT's clothing. After enduring the heat of excess leverage and insufficient cash flow the A-REIT sector has reformed greatly from its pre GFC excesses and subsequent Icarus moment. Despite the underlying fundamental risks now being far lower than seven years ago, the valuation risks facing investors are... Show More