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Is now a good time to buy property?
Livewire's Signal or Noise assembled the country's top property experts for their annual show focused on the Australian housing story.
Videos 30 min watch
21 November 2023
IP_higher for longer
Investment Perspectives: What does 'higher for longer' mean for real estate?
While recession is seemingly off the table after a strong September quarter, many are now expecting an interest rate environment that's 'higher for longer'. This article explores what this means for the real estate sector. 
Articles 7 min read
8 November 2023
Quay IP_housing rates
Investment Perspectives: The housing fate from interest rates
As interest rates rise, investment activity falls, reducing activity across the construction sector. This article discusses the impact interest rates are expected to have on future residential supply. 
Articles 5 min read
11 October 2023
IP_disinflation tailwind
Investment Perspectives: A big disinflation tailwind is coming
With the US economy showing signs of accelerating growth despite rising interest rates, Chris Bedingfield discusses the impact of shelter costs in driving disinflation. 
Articles 7 min read
6 September 2023
Quay podcast
Quay podcast: How high rates are impacting REITs
Quay’s Co-Principal and Portfolio Manager, Justin Blaess, speaks with Bennelong Account Director, Jodie Saw, about the impact of high rates on REITs (less of an issue than most expect), the mismatch between supply and demand (the main drivers of return), the opportunities emerging globally, and Quay’s long-term earnings outlook.
Podcasts 13 min listen
4 September 2023
Justin on RR
Seeking global property opportunities
Justin Blaess, Quay's Principal and Portfolio Manager, was recently interviewed on Money Management's Relative Return podcast. 
Podcasts 30 min listen
29 August 2023
CPD_thinking about the cycle
Investment Perspectives: Thinking about the cycle
Being an investor in listed global real estate has been tough of late. With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real estate has soured. 
Articles 7 min read
8 August 2023
CPD_why best in class
Investment Perspectives: Why best-in-class mall rents are recession resilient
Apart from the very short COVID-induced downturn in 2020, Australia has largely avoided a material economic recession since 1990-91, where unemployment peaked at almost 12%. As central banks around the world continue their crusade to deliver on their targeted level of unemployed citizens, there have been signs of some deceleration in the Australian economy.
Articles 5 min read
14 July 2023
Quay achieves consecutive wins in global property awards
Continuing its streak of wins, the Quay Global Real Estate Fund (Unhedged) has won the award for International Listed Property at the Financial Standard Investment Leadership Awards and the award for Global Property Securities Fund at Money Management’s Fund Manager of the Year Awards.
News 2 min read
23 June 2023