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6 June 2022 5 min read

Investment Perspectives: Thinking about industrial (and Qantas and Netflix)

In global real estate, there has been no sector that has enjoyed more demand tailwinds over the past 10 years than industrial.
16 May 2022 16 min listen

Quay podcast: Inflation, interest rates and industrials

Quay’s Chris Bedingfield and Bennelong’s Carl McMinn discuss the changing market environment, what’s ahead for the sector, and how Quay is positioning the portfolio – rising interest rates or not.
3 May 2022 5 min read

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.
5 April 2022 6 min read

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.
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 8 min read

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%).
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’).
Investor update: What the US election and a COVID vaccine means for real estate
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.
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