reits

Tom Forrest

As our crammed buses, ailing trains and clogged roads suggest, Australian cities have failed to invest at a rate consistent with our population growth. In 1998, Sydney had a population of 3.95 million. Twenty years later that figure had increased by 33%, to 5.26m. In Melbourne the rate of growth... Show More

Stephen Hayes

The global economy continues to show trending improvement in growth, especially in developed countries where we are seeing the strongest, most consistent growth since 2007. Many central banks are promising a slow but steady normalisation of interest rates. How does this impact property? Show More

Callum Thomas

As a holiday treat we're making the 2016 End of Year Special Edition of the Weekly Macro Themes available for free: http://www.topdowncharts.com/2016-special-edition This edition looks at some of my favorite charts and themes of the year from the weekly report, including the charts that worked (and those that didn't... Show More

Clime Asset Management

While the best large-cap stories are normally expensive and the ASX 50 is dominated by cyclicals, banks, bond proxies and property names, there is a way through to attractive returns. It’s necessary to buy the growth stories in market panics, pick the right turnarounds to back and trade the others... Show More

Hugh Dive

Over the last two years listed property has been the top performing sectors on the ASX 200 outperforming the broader equity market. While Australian other sectors in the equity market have faced concerns about a rising and then falling AUD, falling commodity prices, Eurozone issues and bank capital raisings, listed... Show More

Livewire Equities

Telstra stands out among yield stocks as a victim of the "double-whammy" of a shift in sentiment and the beginning of bad news cycle, says Rudi Filapek-Vandyck from FNArena. While he thinks the sentiment shift is happening right across the yield theme, Telstra analysts have changed their dividend forecasts from... Show More

Nicholas Forsyth

Do the REIT's continue to be great Investments? Over the last 12 months, REIT's have quietly rallied 12%. Two points to discuss: 1.Australian 3 year bonds are now yielding sub 2% significantly aiding the REIT's. 2.The trend remains your friend and the REIT's have been performing well. The REIT's do not compete with the... Show More