High Conviction Property Securities Fund
Why REITs, why now, why us?
The last financial year was all about the rising cost of capital in response to stubbornly high inflation rates. This...
A new playing field
We believe the market is entering a new playing field with higher inflation, higher interest rates, and lower growth. The...
From fear of inflation to fear of recession, and 2 factors to drive outperformance
The Australian REIT sector continued its rollercoaster ride of performance, delivering a +5.2% return in April, after the RBA’s pause...
Commercial real estate concerns – Are they justified?
The recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real...
This property fundie warns REIT investors to do their homework
By Joanne Tran and Emma Rapaport – AFR – original article Pengana Capital portfolio manager Amy Pham was seven years old when she...
Reporting season demonstrates resilient earnings from AREITs
There was much anticipation from REIT investors going into this reporting season. It not only reveals how AREITs are coping...
How this AREIT investor is approaching reporting season.
2023 brings new optimism into the REIT sector with a slowing of cash rate hikes as inflation moderates, along with...
2022 A-REITs in a nutshell
2022 was characterized by sharp movements in bond yields and cash rates rising steeply in response to higher inflation. The...
High Conviction AREITS
Portfolio Manager Amy Pham provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
0.5 CPD