Part II: The overlap of property & powerful long term thematics

Few topics inspire more parochial debate than property in Australia. While residential property tends to grab the headlines, commercial grade property has had no less support in recent years. Following another rate cut in recent months, little in the macro landscape has changed and so the environment remains broadly supportive. This impacts not only those groups directly involved in the real estate sector but also a range of businesses whose operations tend to overlap in some way with property. Today, we continue our property research series and reveal another theme that is likely to present a constructive landscape to pursue selective investment opportunities. In Part I (VIEW LINK), we covered the ageing population; this week, we review the trend in short-term visitor arrivals and share three companies well positioned to benefit over the coming years. (VIEW LINK)