areit

A-REIT securities are ripe for generating alpha as the asset class exhibits a wide divergence in performance among different stocks, according to a listed property...

Summary: Despite greater diversification and a global set, Australian REITS “A-REITS” have historically outperformed their global peers “G-REITS”. There are many...

This results season was one of the strongest REITs have delivered since COVID driven by Goodman Group (ASX: GMG) delivering 28% EPS growth on 1H23 and retail REITs’...

Tough times continued for listed property last year but these five funds were among the pick of the crop

For real estate investment trusts (REITs) at home and abroad, last financial year was tough. With inflation charging and interest rates in hot pursuit, for the first...

There's no place like home - a home-focused REIT in this case.

Recent ratings of the sector's top five stocks and the biggest fears – and opportunities – according to Resolution Capital's Andrew Parsons

The Australian REIT sector continued its rollercoaster ride of performance, delivering a +5.2% return in April, after the RBA’s pause in rates at 3.60%.The unexpected...

The recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real estate in Australia. A reduction in...

There was much anticipation from REIT investors going into this reporting season. It not only reveals how AREITs are coping with the sharp interest rate rises, but it...

2023 brings new optimism into the REIT sector.

There is much written about office, industrial, and retail property; however, the proliferation of specialised real estate investment trusts (REITs) is also...

Australian commercial property is not created equal and neither are the return profiles of the various assets, as Elanor Investors Group's diversified portfolio...

2022 was characterised by sharp movements in bond yields and cash rates rising steeply in response to higher inflation. The impact on A-REITs was felt primarily...

Australian Real Estate Investment Trusts (A-REITs) A-REITs have had a 2022 they would rather forget, underperforming the market by over 18%. But, this year’s worst...

For Michael Baliva, Head of Real Estate and Matt Healy, Head of Retail at Elanor Investors Group (ASX: ENN), adding value is the name of the game. Elanor argues the...

"The best place to hide something is in plain sight" Edgar Allan Poe We have spent countless hours these past few years hunting for asymmetric opportunities. We have...

For years, the financial press - myself included - has spilt much ink on the woes of retirees and those reliant on the income generated by their investments. With...

Nothing has been easy over the last few years, least of all investing in A-REITs.  After a decade of reliable returns prior to 2020, a global pandemic made panic the...

We expect a solid earnings season for the AREIT sector, driven by a strong recovery in retail which has been impacted by COVID; high earnings growth from the fund...