REITs

While real estate investment trusts have been touted as risk investments, analysis say Australian REITs like Charter Hall and Dexus have solid fundamentals, with income underpinned by long leases to strong tenants.

Speaking on a fireside chat during The Inside Network’s recent ESG event in Tasmania, Nick Langley said that while infrastructure assets will continue carrying the burden of inflation there is likely more to be concerned about with REITS, both in the dominant US market and around the world.

Alternative investment manager Blackstone’s decision to limit redemptions from its $103 billion real estate investment trust has investors questioning whether such funds can continue to maintain strong performance as the broader real estate market deteriorates.

There is a common perception in capital markets that real estate prices are most heavily influenced by interest rate movements. Proponents suggest that an increasing cost of capital and loans will ultimately result in different types of property losing its value. Not so, says Resolution Capital’s CIO, Andrew Parsons. In fact, he suggests that investors…

ASX hit as US rattled, Boral takeover offer, Rex clarifies misstatement  The ASX200 (ASX:XJO) followed a global lead lower, falling 1.1% at the open and remaining in negative territory throughout the day. The IT sector was the hardest hit, falling 4.2%, and acting very much like a leveraged proxy for the US Nasdaq index. The key detractors were Afterpay (ASX:APT) and Zip…

Its been one year since the pandemic reared its ugly head and swept through markets, triggering one of the biggest stock market falls in history. And just like that, the market moves on. The hardest-hit sectors back then were property trusts, banks, retail and hospitality groups, on concerns of a complete shutdown of the economy….

With 2020 behind us, the first year of the pandemic is now history, but recent headlines suggest it is far from over. The virus continues to spread, intermittent lockdowns have become the norm and Australia will soon roll up its sleeves after securing 53.8m doses of the AstraZeneca and 10m doses of the Pfizer vaccines….

And just like that, pharmaceutical behemoth Pfizer (NYSE:PFE) seemingly comes through with the goods, announcing a 90% effective COVID-19 vaccine. Global markets rejoiced, punching the air in delight screaming ‘pandemic over’. First Joe Biden is elected, the US rejoices in happiness, and now this. It could not get any better. As Bob Marley would say,…

If you’re looking for some generous dividend-paying stocks before the end of the year, you’ll find that the usual suspects – the banks, Telstra, and the real estate investment trusts (REITs) – have fallen in share price due to COVID-19, but that their dividend yields have remained quite high (although the REITs don’t offer franking)….

Charter Hall Group (ASX:CHC) delivered one of the surprises of earnings season last week, once again exhibiting the importance of quality when it comes to investments in property. Quality, as they say, comes down to your definition and in our view it is about the tenant, not necessarily the underling asset. With the property sector…