September Performance Update
By Grant Atchison On September 24, 2019

September Performance Update

In August, our Funds outperformed the broader equities market. There were several catalysts for this. Firstly, the...


( read )

Tags: reit, property

August Performance Update

In July, defensive equities continue to be underpinned by declining global bond yields. The ongoing trade dispute between...


( read )

Tags: reit, property

July Performance Update

 

In June, a deteriorating global growth outlook continues to push both the cash rate and global bond yields lower. This has...


( read )

Tags: reit, property

June Performance Update

 

In May, a deteriorating global growth outlook and continued trade disputes continued to cause an ongoing decline in bond...


( read )

Tags: reit, property

May Performance Update

 

In April, a rebound in US retail sales and a GDP reading coming in above expectations saw bond yields in the US increase...


( read )

Tags: reit, property

AFR: Retail property faces earnings pressure on several fronts, warns manager

The following  is an Australian Financial Review article written by Duncan Hughes who writes on Real Estate specialising in...


( read )

Tags: reit, property

March Performance Update

In February, Australian bond yields continued to rally following the release of mixed economic data, which has prompted a...


( read )

Tags: reit, property

February performance update

In January, defensive sectors continued to benefit from the increased global caution that saw the US Federal Reserve soften...


( read )

Tags: reit, property

Changes in retail are structural, not cyclical

Until recently, retail assets have been highly sort after by listed and unlisted property owners, attracted to the highly...


( read )

Tags: property, areits

With annual reporting season now in full swing, we look at the latest movements in the domestic REITs and infrastructure space,...


( read )

Tags: Insider