reits

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...

COVID-19 has caused havoc in the REIT sector with economic shutdowns, rent relief and concerns about behavioural changes (structural shifts) weighing heavily on the...

COVID-19 battered retail real estate names as tenants were forced into lockdown and activity was halted. It also compressed social trends that ordinarily would have...

At the beginning of the COVID-19 market sell-off Roger’s idea of keeping our spirits up was to play the Carpenter’s “We’ve only just begun.” Bear Heaven. Apologies if...