Investment Perspectives: What does the REIT equity risk premium tell us about the sector?
Listed real estate has performed well relative to broader equities, again proving itself a defensive asset class during periods of high inflation and rising interest rates.
Investment Perspectives: Hedging against inflation – gold or real estate?
In August last year, we highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation.
Investment Perspectives: Interest rates, bonds and listed real estate
Just as we seemed to be passing peak inflation (port access has been improving and second hand car prices declining), the recent attack by Russian forces into Ukraine has resulted in another spike in commodity prices.
Quay podcast: House prices in 2022 and beyond
Chris Bedingfield shares his views on Australia’s favourite topic.
Investment Perspectives: House prices – what’s in store for 2022 and beyond
According to CoreLogic, Australian house prices increased +22.1%[1] in 2021, led by Australia’s largest city of Sydney (+25.3%).
Quay Global Investors launches currency hedged fund
Real estate fund manager Quay Global Investors has launched a new currency hedged fund, the Quay Global Real Estate Fund (AUD Hedged) (‘the Hedged Fund’).
Key offshore opportunities in senior housing and self-storage as sectors regain health
COVID might have tragically disrupted business as usual in the aged care sector but there are opportunities for investors as the sector regains its health.
Australia set to mimic US retail rebound as shoppers cut down on clicking
Bricks-and-mortar retail sales are 16% higher there than they were before the pandemic, and shares in the nation's biggest shopping centre owner, Simon Property Group, have risen to match.
Investment Perspectives: Why the boom in household savings ain’t going away
One of the less than expected by-products of the ‘COVID cycle’ has been the boom in household savings.