Thinking about Industrial (and Qantas and Netflix)
As this article from Quay Global Investors explains, there has been no sector in global real estate that has enjoyed more demand tailwinds over the past 10 years than industrial.
Read MoreProperty
Expect a 10-15% Top-to-Bottom Fall in National Property Prices
May saw Australian housing prices fall for the first time since the pandemic. AMP’s Shane Oliver uses this week’s Insights column to look at where things in this key market are headed from here.
Read MoreOz Housing Market Stays Cool, but Less Cold
The slide in home building approvals slowed in April following the steep swings over the previous three months, with the 2.4% drop a far better outcome than March’s 19.2% slump.
Read MoreHints of the Fading Boom Creep into McGrath Result
Buried in Monday’s update from Sydney-based real estate agency McGrath Limited were strong hints of the bloom going off the boom in the local property and housing market.
Read MoreChinese Property Sector Slip Slidin’ Away
China’s collapsing housing sector is like a slow-moving train wreck – everyone knows what the situation is but no one is game to pull on the emergency cord to try and avert a disaster now well underway.
Read MoreWhat Does REIT 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. Quay Global with more.
Read MorePrice Lull Another Dagger in Chinese Property Market
Chinese house prices in March were flat compared to February and rose at the slowest annual rate in more than five years to cap another miserable month for the ailing sector.
Read MoreChinese Property Market Continues to Teeter
The huge Chinese property sector’s troubles have worsened in the past couple of months, as underlined by the terrible March figures on real estate investment and sales.
Read MoreAustralian Housing Slowdown Q&A
What impact will higher interest rates have on the Australian property market? How far will prices fall? AMP’s Shane Oliver looks at these and other issues in this week’s Insights column.
Read MoreSix Big Lessons for Income Investors from the AREIT Reporting Season
In thinking through the latest AREIT reporting season, APN’s Pete Morrissey sees six big learnings for investors looking for attractive, sustainable income streams in the years ahead.
Read MoreChinese House of Cards Grows Ever-Wonkier
Don’t believe suggestions that China’s housing and property crisis is easing – if anything this week has shown it to be a black hole that is only getting wider and deeper.
Read MoreInterest Rates, Bonds and Listed Real Estate
Just as we seemed to be passing peak inflation, Russia’s recent attack on Ukraine has resulted in another spike in commodity prices. Quay Global looks at this from a real estate perspective.
Read MoreIt’s (Not) the End of the World as We Know it (and We Feel Fine)
Despite the AREIT sector having fallen by 10.27% so far this year, Erik Borean from APN believes REM’s Michael Stipe was wrong in thinking it’s the end of the world as we know it.
Read MoreHouse 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%). Quay Global Investors take a closer look.
Read MoreA Stellar Year for REITs – Will this Continue into 2022?
Despite the well-documented challenges, 2021 has been a successful year for AREITs. Pengana Capital looks into whether or not this trend will carry over into the new year.
Read MoreEverything Clicking for REA Group
The latest half year figures from News Corp’s digital house listings arm REA Group has confirmed that it’s the middlemen that make a lot of money – and not just the banks.
Read MoreWill Real Estate Stocks Build on Brisk Recovery?
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.
Read MoreChinese Property Market a Self-Fulfilling Prophecy
China’s property crisis has finally arrived after Fitch Ratings declared the giant Evegrande and smaller rival Kaisa Group in default on US dollar bond interest payments.
Read MoreFive Reasons to Expect a Cooling in the Australian Property Market
AMP’s Shane Oliver provides an outlook for Australian house prices, as well as the main drivers and risks behind his forecasts.
Read MoreAPRA’s Lending Concerns Well-Founded
No wonder APRA moved this week to force home lenders to hold more capital against interest-only loans, which hit a near-record level in October.
Read MoreProperty Market Finally Coming off the Boil
Australian property prices grew the slowest amount this year according to CoreLogic, again raising the question of whether the boom is coming to an end.
Read MoreBuilding Approvals Slump on Government Slowdown
Building approvals in October fell sharply because of a dramatic slide in the number of new apartments, townhouses and units approved by local governments.
Read MoreAPRA Continues Squeeze on Home Lending
APRA has revealed more changes aimed at shaking up the home lending and small to medium business sectors and make it more expensive for some to invest in the housing sector.
Read MoreAMP to Retain Office Trust
AMP shares closed up 2.6% to $1.165 yesterday after the company confirmed that it is going to retain management of its $7 billion Capital Wholesale Office Fund (AWOF), after exploring options to sell.
Read MoreThe Future of the Office – Part 3: The comeback
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.
Read MoreThe Impact of Rising Interest Rates on AREITs
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.
Read MoreEnd of Subsidies Takes Sting out of Property Market
The ending of HomeBuilder and other government assistance in March and April has had the predictable effect of driving approvals for new private sector houses sharply lower in September.
Read MoreGoodman, Charter Hall Ride Logistics Bounce
Upgrades from Goodman Group and Charter Hall reveal that the pandemic is now delivering good times in the rebound phase for the property sector after crimping activity in 2020.
Read MoreIncome Plus Growth: Global REITs Offer the Best of Both Worlds
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.
Read MoreTailwinds v Headwinds in the Australian Residential Property Market
The attached webinar on the current state of the Australian residential property market was presented by CoreLogic’s Tim Lawless, one of Australia’s most popular property market analysts and commentators.
Read MoreIll-Timed Stagnation Hits Chinese Property
More problems at the worst time for the Chinese property sector, financial system and wider economy with no growth in house prices in September for the first month in more than a year.
Read MoreHDN No REIT Petite with Aventus Takeover
HomeCo Daily Needs (HDN) real estate investment trust (REIT) is set to become a $3.2 billion operation under a proposed takeover of rival Aventus that values them at $3.82 per share.
Read MoreGPT Continues Shift into Logistics
GPT is continuing its shift away from CBS office towers and destination shopping malls, expanding its push deeper into logistics to $4.1 billion.
Read MoreAPRA Needs to Do More to Cool Off Housing Sector
Despite the somewhat hostile response to its tightening of home loan serviceability rules this week, APRA will have to go even further to achieve its desired result of a more stable and affordable property market.
Read MoreCards Flying Everywhere in Chinese Property Sector
With Evergrande hogging all of the attention, news has surfaced that two smaller property companies have missed debt payments, while one revealed a separate debt that no one knew it had.
Read MoreWhat Can Be Done to Improve Australian Housing Affordability?
With housing affordability in Australia worse than ever, AMP’s Dr Shane Oliver looks at the sector and some potential measures that might be taken to remedy a situation that is no longer cyclical, but chronic.
Read MoreThe Trends Shaping Post-Pandemic Property Investments
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.
Read MoreAre US Housing Prices Unsustainable?
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.
Read MoreThinking About the Office
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.
Read MoreAre AREITs Still Defensive?
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?
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