reits

In this episode of "Inside the Rope," David chats with Amy Pham, Fund Manager at Pengana, about the changing world of property investment as interest rates change and...

With price-to-NAV widely used to weigh up REITs, we consider the pros and cons of this popular metric

This results season was one of the strongest REITs have delivered since COVID driven by Goodman Group (ASX: GMG) delivering 28% EPS growth on 1H23 and retail REITs’...

Successful investing in small caps is as much about what you don’t invest in, as what you do. Stephen Wood has built his successful track record on taking a prudent...

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

This stock trade at a premium, but after today's result, Wilsons Advisory's Rob Crookston thinks its a buy.

REITs look cheap on a price/NTA basis but understanding what’s driving that pricing might give you pause for thought

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.