Insights

Monopoly is the ultimate real estate game – and it has a number of parallels for real life property investing. Chris Bedingfield explains how to win in three easy steps; and why those three factors are a recipe for real estate success.

Demographics really matter! The study of populations, how and where people move, is integral to real estate. Very little can stop the effect of demographics on the economy – it is the slow-moving beast that influences demand and thus resource allocation.

Demographics is a broad topic. Last month we discussed the impact of demographics on various forms of real estate, focusing on the young – echo-boomers (apartments), Generation Z (student accommodation), and overall population growth in Australia and its impact on consumption (retail).

Quay Global Investors has been awarded the 2018 Money Management/Lonsec Fund Manager of the Year Global Property Securities Award for its Quay Global Real Estate Fund.

At Quay, one of our key investment philosophies is that investing today ought to ensure one’s ability to spend more in the future – that is, returns should always seek to beat the rise in the cost of living after fees and taxes. 

The study of populations is integral to real estate. Unlike the speculation, opinions and decisions of the most powerful in the world, nothing can stop the effect of demographics on the economy – it is the slow-moving beast that influences demand and thus resource allocation.

If inflation starts to rise around the world, as is currently predicted, it will be an overwhelmingly positive outcome for long-term real estate investors, according to a recent paper by global listed real estate investor Quay Global Investors, “Going up: what high inflation means for listed real estate”.

At Quay, this is one of our key investment philosophies – investing today should ensure one’s ability to have more tomorrow. That is, returns should always seek to beat the rise in the cost of living after fees and taxes.

A decade on from the global financial crisis, Western economies are now growing in unison. US tax cuts passed before Christmas and continuing strong economic data are expected to further boost growth.