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Listed property investments have generally been one of the more neglected sectors of the investment universe. This is despite global listed property being one of the best performing assets classes over the last fifteen years from both a total return and inflation-hedging perspective. Listed real estate has steadily been improving its accessibility as an asset class, primarily through the proliferation and success of listed property investment vehicles, such as Real Estate Investment Trusts (REITs). Unfortunately, notwithstanding the consistently strong performance of REITs over long periods, global REIT stocks are generally underused in global, and particularly South African investors’ portfolios as…
Market PerformanceAfter a stellar start to 2019, Global REITs produced a 1.42% USD total return for the quarter ending 30 June 2019.
A lower global growth trajectory and a more benign interest-rate environment are contributing to a more positive outlook for global listed real estate this year, according to Garreth Elston, CIO of Reitway Global, which focuses on global listed property. “Research conducted over the past two decades consistently demonstrates that listed real estate can act as a return enhancer with superior risk-adjusted returns for investment portfolios,” he said. “Despite this strong performance over robust time periods, REITs remain generally under-utilised as a diversification tool and most allocators, portfolio managers and individual investors remain underexposed.” {phocadownload view=file|id=220|text=Click here to download the full…
→ Building garages fit for the future is an attractive opportunity for REITs.→ Adaptability can keep operating costs down over time.→ This can lead to higher earnings, higher dividends and by extension, higher net asset values.
Research conducted over the past two decades consistently demonstrates that listed Real Estate can act as as a return enhancer with superior risk-adjusted returns for investment portfolios.
This year, listed real estate abroad has known few boundaries. Not only did it kick dust in the eyes of SA property players, but its returns were also in excess of all international equity sectors and the bond markets. Indeed, a top portfolio performer. But not all shares are as safe as houses and the picking process runs deep. However, it hits the spot when you get it right, and if the rand is weak, the deal gets even sweeter. Click here to download full article (Source: The Daily Maverick)
Market PerformanceGlobal real estate, as measured by the GPR 250 REIT World Index, produced a total return of 14.55% in US dollar terms for the quarter ending 31 March 2019. This is the best start to a year the index has achieved since 1993. Oceania (16.11%) and Americas (15.87%) led the charge while Asia delivered just shy of 10% for the reporting period. Africa (-0.47%) was the only continental carve out to record a loss during the first quarter.
This video “Where is the Physical Internet?” is a 9+ minute walk-through of Equinix’s NY5 facility that includes insight into the physical infrastructure that is responsible for securing, cooling/powering, and connecting the modern data center. The video is primarily meant to be a tool for Portfolio Managers and others interested in learning more about where/how digital content is stored/computed. Click here to download full article (Source: Cowen and Company)