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Reitway Global - Our Blog

Most people love sport! Statisticians claim that more than half the world’s population see themselves as football fans. That is more than 3.5 billion people! Like a good football game, played with passion and cheered on by a roaring crowd, a good investment portfolio brings all the excitement of a win to its owner.
Retail has been the bearer of much scrutiny over the past few months as E-commerce becomes a more evident reality. Store closures are increasing, affecting some of the biggest names in the sector, with retail trade slowing down.What does this hold for the REIT market? Globally there are 17 REIT sectors, of which 13 will not be affected and three stand to benefit.
Around the world there is a great deal of uncertainty around what is happening in equity markets. Things like high valuations and low volatility are leaving analysts deeply perplexed. Click here to download the full article (Source: Moneyweb)
Did you know...... The Real Estate sector outperformed the S&P 500 11 out of 14 times between 2002 and 2016?  
Mall REITs comprise roughly 13% of the REIT Indexes (VNQ and IYR) We track eight mall REITs within the sector, which account for nearly $90 billion in market value: CBL & Associates (CBL), GGP (GGP), Macerich (MAC), Pennsylvania REIT (PEI), Simon Properties (SPG), Tanger Facotry Outlets (TCO), Taubman Centers (TCO), and Washington Prime (WPG). Click here to download full article (Source: Seeking Alpha)
Open most financial newsletters and you will be confronted with a plethora of “it’s time to buy” a particular share opinions. The investment cycle begins with buying as it is the starting point of performance measurement. However, whilst buying at the right price may ultimately determine the profit gained, selling at the right point guarantees the actual profit, when a profit is made. Thus, failure to sell at the appropriate time results in the benefits of correctly timed buying disappearing!
REITs were established as an asset class in the US in the 1960’s. Since then, REIT legislation has been recognized in 37 countries. The largest and most mature of the non-US REIT markets in terms of market cap are Singapore, continental Europe, the UK, Hong Kong, Japan and Australia. For a company to achieve REIT status it must (amongst other criteria): • invest at least 75% of its total assets in real estate• derive at least 75% of its income through rentals, generated by the property assets it owns• pay out at least 90% of its taxable income as dividends…
Global real estate securities, as measured by the GPR 250 REIT World Index, generated a modest total return of 1.12% in U.S. dollars during the second quarter of 2017. The macro backdrop was generally supportive as global growth continued at a measured pace while inflation data remained soft. Bond market volatility picked up noticeably during the last week of June as investors digested a string of hawkish comments from previously dovish central banks. An optimistic speech from ECB President Mario Draghi set the tone, triggering the biggest single day rise in German bond yields in over two years. This was followed up by comments from…
The Japanese REIT market is homogenous and somewhat mysterious. Notwithstanding the above, we have identified investible opportunities within the broader Japanese property market that satisfy our desire for superior cash flow growth. We continue to manage our global property fund in a benchmark agnostic manner. This affords us the opportunity to invest in securities and themes that others shun or only adopt in a very delayed manner. In addition, we remain true to our core approach of investing in accordance with our Growth at a Reasonable Price investment style.