"There is an assumption that interest rates are up and you have to sell REITs. Interest rates are up so residential prices will fall. It doesn't always work out that way. In the US, house prices are at all-time highs. In Canada, house prices are rising and they had 400 basis points in rate rises as well. There is a big demand-supply mismatch."
Quay Principal and Portfolio Manager, Chris Bedingfield, recently featured on Livewire's Signal or Noise property show. Chris discussed where we are in the property cycle, whether there's a looming rebound for REITs, and Australia's worsening rental crisis.
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