Property

Improving trends in key US segments show higher confidence in property stocks as a diversifying source of long-term returns and an effective inflationary hedge.

APN Property Group’s Mark Mazzarella expands upon his previous articles from earlier this year to look at how offices and the work conducted within them continue to change and evolve.

With the market expecting interest rates to rise from historic lows, Pengana assesses the impact this would have on AREIT’s earnings and the flow-on effect on cost of capital and valuation.

The search for yield is a perennial one. But, APN Property’s Mark Mazzarella argues, with rates at record lows, investors could be well rewarded to broaden their field of view to include Global REITs.

Now that more than 18 months have passed since COVID-19 started sweeping the world, First Sentier’s Stephen Hayes has a good understanding of how it has affected real estate investments.

Is the red-hot U.S. housing market starting to lose some of its sizzle? Or is the meteoric rise in housing costs here to stay? Shailesh Kshatriya from Russell Investments digs deeper.

Under normal circumstances, a medium sized firm of 20 employees would occupy around 400 sqm of office accommodation located in the CBD. But these are not normal circumstances.

AREITs have always been tailored to risk averse investors. Often approaching or in retirement, they needed a regular, reliable income stream and AREITs suited them perfectly. Do they still?

Analysis of Australia’s housing sector from Yarra Capital’s Tim Toohey suggests excess supply is coming on the back of historic government stimulus measures and an absence of net migration.

Quay Global Investors believe that real estate (listed and direct) tends to outperform equities during periods of high inflation and outline the reasons why in this piece.

Dinesh Kuhadas and Lisa Harrison from Janus Henderson provide a different perspective on REITs, the key themes affecting the sector and how the team view it as an investment opportunity.

After the ASX 300 AREIT index crashed 20.7% in 2020, much of the last calendar year was spent discussing whether AREITs had a future at all. 2021 has answered that unequivocally.

The term ‘ghost kitchen’ once sounded like something you’d find in a scary movie. But the rise of this new type of property provides some useful lessons about long-term real estate investment.

APN Property Group’s Mark Mazzarella concludes his article aimed at finding out whether the office as we know it has a future and, if so, what that future might look like.