reits

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...

Now that governments are talking about re-opening the economy, investors can start thinking about the businesses that might provide the best returns as we emerge from...

With capital cheap and plentiful, ‘buy now, pay later’ seems an eminently logical strategy. But will it prove sustainable when the time comes to pay? Or is the...

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...

The Real Estate Investment Trust (REIT) sector – previously called the Listed Property Trust sector – has always been a popular sector with Australian retail investors...

The global economy continues to show trending improvement in growth, especially in developed countries where we are seeing the strongest, most consistent growth since...

The Asian listed property trust sector can’t be ignored. From inception in 2001, it is a sector worth around $260 billion today. With growth now twice that of the US...

This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes to the ubiquitous GICS...