7 March 2022 6 min read
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
21 February 2022 17 min listen
Quay podcast: House prices in 2022 and beyond
Chris Bedingfield shares his views on Australia’s favourite topic.
2 February 2022 2 min read
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’).
2 February 2022 8 min read
Investment Perspectives: House prices – what’s in store for 2022 and beyond
According to CoreLogic, Australian house prices increased +22.1% in 2021, led by Australia’s largest city of Sydney (+25.3%).
15 December 2021 8 min watch
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.
8 December 2021 8 min watch
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.
29 November 2021 7 min read
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.
17 November 2021 3 min read
Global infrastructure and global real estate set to shine
Inflation is likely to remain transitory for the foreseeable future, but there are nevertheless some real opportunities for investors in global listed infrastructure and global listed real estate
4 November 2021 6 min read
Investment Perspectives: Is long WALE really low risk?
One of the many accepted truisms in real estate is properties with a long WALE (weighted average lease expiry) tend to be lower risk.