Looking ahead in real estate debt

Posted by Omar Khan on May 28, 2020 12:30:01 PM

Australia’s national cabinet met on Friday May 8 and in a positive move, set out a three-step process to re-open most parts of the economy for a new ‘COVID normal’.

For the property sector, residential inspections and public auctions are now open, but  with some restrictions. While Freehold sees this as a positive move to kick-start the residential real estate economy, we are expecting some level  of price decline in residential markets given the level of uncertainty that has understandably arisen in the past few months.

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Topics: property, debt, income

Key changes in the property industry as we celebrate our 10-year milestone

Posted by Grant Atchison on Apr 29, 2020 9:09:27 AM

When Freehold Investment Management was established in 2010, we set out to offer investors an opportunity to invest in a portfolio delivering sustainable income and long-term capital growth. By investing in real estate and infrastructure, the portfolio was designed to deliver exposure to real assets and perform ‘through the cycle’.

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Topics: reit, property, infrastructure

Real estate debt and the impact of COVID-19

Posted by Omar Khan on Mar 27, 2020 7:32:11 AM

The markets will remain volatile for some time given the unprecedented impact from the Coronavirus on global economies, business supply chains and consumer spending patterns. However, as the landscape is rapidly evolving, it remains to be seen whether the direct impacts will prove to be transient or longer lasting. We are now experiencing unprecedented times, with balance sheets across the world being tested. It will be the survival of the fittest, or strongest balance sheet.

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Late month pulse on listed property and infrastructure

Posted by Simon Karlsson on Mar 26, 2020 1:19:09 PM

We did a 5 minute Q&A with Simon Karlsson, Portfolio Manager at Freehold.

Global share markets have tanked - where are we now?

The rapid global spread of COVID-19 has quickly evolved to the equally rapid shutdown of economies, causing anxiety in financial markets. Whilst stopping the spread is paramount, the damage to small businesses, supply chains and the broader economy from Governments efforts to reduce infections will be large, and sustained.

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Topics: reit, property, infrastructure

The impact of Coronavirus on Real Estate

Posted by Grant Atchison on Mar 19, 2020 12:20:21 PM

While the primary impacts of Coronavirus are currently being felt by individuals and communities around the world, the duration and severity of its effect is still largely unknown.

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Topics: reit, property, coronavirus

3 reasons why real estate debt appeals to income investors

Posted by Omar Khan on Feb 25, 2020 9:08:50 AM

Real Estate debt has been one of the faster growing property asset classes in recent years. Here, Omar Khan, Executive Director & PM at Freehold, discusses the growth and why it’s an attractive option for investors that are seeking yield in this current low interest rate environment.

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Topics: property, debt, income

SMSTrusteeNews: Income available in non-residential property

Posted by Omar Khan on Nov 11, 2019 1:28:03 PM

This article was originally published on SMSTrusteeNews. 

SMSF investors looking to offset low returns from cash investments should consider non-residential property investments to boost income, according to a specialist real estate investment manager.

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Topics: reit, property, debt, income

October Performance Update

Posted by Grant Atchison on Oct 29, 2019 8:53:13 AM

In September, increases in bond yields both domestically (+13bpts) and in the US (+16bpts) were a key driver of weakness within listed equity markets, given the long term negative relationship. Bond yields at the long end of the curve rose despite the US Federal Reserve cutting its official cash rate by -25bpts to 1.75% and the RBA cutting to 0.75%. These increasingly aggressive actions by central banks are responses to stimulate economic activity, however, it is questionable whether these actions have so far proved to be successful amid a backdrop of global geopolitical tensions.

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Topics: reit, property

A new real estate debt fund with monthly distributions

Posted by Omar Khan on Oct 14, 2019 9:07:53 AM

Freehold has launched a new fund that aims to deliver investors an annualised pre-tax return of 7 – 8% p.a. paid monthly*. The fund will primarily have exposure to a diversified portfolio of real estate debt that is secured by Australian real estate across the east coast.

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Topics: property, residential, debt, income

Alceon Group acquires a significant shareholding in Freehold

Posted by Grant Atchison on Oct 14, 2019 8:58:11 AM

Alceon Group acquires a significant shareholding in specialist real estate and infrastructure manager, Freehold Investment Management. First joint fund launched.

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Topics: reit, property, debt, income