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Quay podcast – Evergrande and the global real estate sector

Listen as Chris Bedingfield gives an update on the G-REIT market.

Evergrande

Quay’s Chris Bedingfield speaks with Bennelong’s Jodie Saw about the characteristics of global real estate, and why it stands up against global equities and A-REITs.

 

  • 1:50 - Chris’s take on the Evergrande saga (and what’s next), including the developer business model and why Quay steers clear of it
  • 6:52 - How long-term total returns show investors should consider global real estate for portfolio diversification (rather than the usual bias towards global equities)
  • 12:58 - The secret to successful real estate investment (owning good-quality land and outsourcing the cost of maintenance) and why global exposure has opportunities that domestic stocks simply can’t offer
  • 15:58 – The composition of the A-REIT sector (including its weighting to industrial)
     

The content contained in this audio represents the opinions of the speakers. The speakers may hold either long or short positions in securities of various companies discussed in the audio. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the speakers to express their personal views on investing and for the entertainment of the listener.

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