Clime Asset Management

Earlier this year, we reviewed some of the key factors driving the ongoing strength in the property sector. A few months and one further domestic rate cut later, Australian Real Estate Investment Trusts (AREITs) have rallied further. But today’s paper is not another case for the AREIT sector, but rather to introduce you to businesses that are not only benefitting from property tailwinds but other powerful thematics. Through a two part research series, we detail three powerful long term themes that are providing robust support for a number of ASX listed businesses. The three long term thematics that we consider in this instance are 1) The Ageing of Australia; 2) The Tourism Boom; and 3) The Increasing Influence of Technology. Today, we review ‘The overlap of property and the ageing population’ and in doing so present two quality stocks for your watch list. (VIEW LINK)



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