High Conviction Property Securities Fund
Why ESG is important to AREIT investing
ESG investing continues to grow at a rapid rate. This is driven by investors wanting their investments to be aligned...
The impact of rising interest rates on AREITs
This month, Australia’s two largest economies started reopening after months of lockdown, with expectations that it could unleash a wave...
The end of lockdowns
As we come out of lockdown, our focus turns to the two real estate sub-sectors which have been most affected,...
AREITs – In search of growth
Looking at the reporting season scorecard, there was a vast improvement compared to last year. 15 REITs provided either EPS...
4 Factors influencing the future of the Real Estate sector
The last three months have seen a dramatic rally in the AREIT sector as Australian 10-year bond yields came down...
The year ahead for REITs
Fund Manager Amy Pham provides a portfolio update and insights from the reporting season.
The housing boom – and how to get exposure via REITs
One of the key focuses during the month was the strength of the residential market. What a difference six months...
Bond Yields – A Disruptor to REIT Fundamentals
The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a...
The next growth phase for AREITs
As structural and secular trends are disrupting the retail, office and industrial sectors, these trends are also supporting the emergence...