The overlap of property & powerful long term thematics - Part 1

Clime Investment Management

Clime Investment 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)


2 stocks mentioned

Clime Investment Management
Funds Management & Stock Research
Clime Investment Management

The Clime Group is a respected and independent Australian Financial Services Company, which seeks to deliver excellent service and strong risk-adjusted total returns, closely aligned with the objectives of our clients.

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