Taking a macro perspective on property

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The year 2024 has been thrown around a lot lately. Why? It's the year the RBA has indicated that interest rates will begin to rise. Despite banks including CBA and Westpac releasing commentary indicating that 2022 or 2023 is more realistic, the RBA has stuck to its target. 

But with inflation rumours abounding and the unemployment level falling to record lows, will Phil Lowe change his mind? 

According to Co-Founder of Qualitas, Andrew Schwartz we shouldn't be speculating on a specific year, but rather be paying close attention to the data. And, to his mind, if the data is telling us anything, it looks as though 2024 may be too little too late. 

In this video, Schwartz walks us through his strategy in the property market with the current macro backdrop and we discuss what Australian lockdowns will mean for office spaces. Plus, Schwartz discusses whether the pullback in the economy is good or bad for property.

 

Looking for regular income and diversification?

The Qualitas Real Estate Income Fund (ASX:QRI) aims to deliver investors with a regular stream of income with the added benefit of diversification beyond shares and traditional property investments. For more information, hit the 'CONTACT' button below.


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