The surprising trends emerging in real estate

In this podcast episode, I discuss the latest results from US reporting season, Quay’s current portfolio positioning, the opportunities in residential and self-storage, and the ongoing impact of inflation and bank failures.

“Interestingly, based on the latest set of results, and remember the banking crisis started to occur in March, our companies by and large were still able to access the debt markets, and they've still been able to access credit through their banking relationships. We haven't seen any real major disruption yet in terms of what our companies are able to do.”

Time stamps

• 1:00 – Results from the latest US reporting season
• 3:45 – Quay’s current portfolio, and the opportunities going forward for residential and self-storage
• 6:58 – Views on when inflation will level out
• 8:56 – The current impact of the US banking failures on commercial property
• 10:51 – The macro concern keeping investment managers up at night

Listen to the podcast here

Invest in global listed real estate

Quay Global Investors, a Bennelong Funds Management boutique, focuses on the preservation and creation of wealth through innovative strategies in real estate securities. For more insights on global property, visit Quay’s website.

Managed Fund

Quay Global Real Estate Fund (Unhedged)

Global Property

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Managed Fund

Quay Global Real Estate Fund (AUD Hedged)

Global Property

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