reits

In this episode of Quay’s podcast, Co-Principal and Portfolio Manager, Justin Blaess, speaks about the impact of high rates on REITs (less of an issue than most...

The last financial year was all about the rising cost of capital in response to stubbornly high inflation rates. This led to three themes that dominated the market: ...

Real estate stocks are a tough ask for investors that are wary of a global recession - unless you know where to look.

The recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real estate in Australia. A reduction in...

There is much written about office, industrial, and retail property; however, the proliferation of specialised real estate investment trusts (REITs) is also...

For Michael Baliva, Head of Real Estate and Matt Healy, Head of Retail at Elanor Investors Group (ASX: ENN), adding value is the name of the game. Elanor argues the...

Nothing has been easy over the last few years, least of all investing in A-REITs.  After a decade of reliable returns prior to 2020, a global pandemic made panic the...

The recent market downturn and macroeconomic environment has improved the valuation profile and outlook of Australian Real Estate Investment Trusts (A-REITs). ...

The sharp rise in long bond yields from 1.5% at the beginning of the year to 3.6% in June continued to create headwinds for long-duration assets such as REITs. The...

Inflation has become the big bad wolf for modern income investors, but it doesn’t need to be. Does it create extra challenges? Of course, but to be fair, all points of...

Do you know why Australian house and apartment prices are so high? If you think it’s largely down to any of the following reasons, you’d better think again, says Chris...

With the clock ticking over to 2022, the world will have endured two years of COVID-19. But despite the well-documented challenges, 2021 was a successful year for...

The majority of Australian listed companies report their financial results in February and August. It is common during these ‘reporting seasons’ for trends to emerge...

The outbreak of COVID-19 had a cataclysmic impact on the global economy, with the governments of first world countries injecting populations with fiscal stimulus and...

Prompted by some less than ideal M&A transactions, we feel it necessary to highlight a disappointing recent trend in the Australian REIT market: the return of...

In the heart of London, SW1 the Zig Zag building seems to have been carved from the surrounding towers like a scene from Christopher Nolan’s Inception. The building,...

The real estate investment trust sector is not a traditional hunting ground for the Montgomery Small Companies Fund. REITs tend to be passive asset owners or rent...

One of the key areas of focus during March was the strength of the residential market. What a difference six months has made! Back in September 2020, market...

The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a sell-off in yield-sensitive sectors such as REITs. Consistent with market...

The atmosphere across global markets is electric, and no this isn't a pun on EV's popularity. Rising exuberance across several sectors has been fuelled, rather than...