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From category archives: Market News

REITS (Real Estate Investment Trusts)

Long-Term Wealth Creation in REITs: Yielders vs Growers

Long-Term Wealth Creation in REITs: Yielders vs Growers

December 8 2022

In the realm of real estate investment, the pursuit of consistent and growing income streams is a fundamental objective for many investors. REITs emerged as a popular avenue for investors seeking reliable dividends, and the strategy of chasing dividend yield has gained significant traction. The appeal particularly lies in the promise of high and regular payouts, surpassing those offered by more traditional investments. However, it is essential to tread cautiously, as the pursuit of dividend yield in REITs carries its own set of risks and challenges and proves to be a poor indicator of overall total returns. We will expand further on this in the article.

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Getting a Jump on the Bogeyman

Getting a Jump on the Bogeyman

December 2 2022

One of the most effective inflation hedges is real estate. It sits at the unique intersection of inflation pass-through (through rental contracts) and inflation cultivar (land and building materials) making it an asset class with the ability to capture a great deal of the inflation that permeates in an economy.

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Are SA allocators too underweight global property?

Are SA allocators too underweight global property?

November 16 2022

Reitway believes the diversification benefits of the asset class are underappreciated.

 

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Can REITs thrive amid high inflation?

Can REITs thrive amid high inflation?

September 26 2022

“There are certain sectors that have inflation-linked escalators and shorter lease duration that allow the landlords to pass through higher inflation."

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Listed property being crushed by ANC policies

Listed property being crushed by ANC policies

August 5 2022

"R10 000 invested in the SA listed property sector was today worth only R5 289 (average annual loss 5,29%) while the same investment in the Reitway fund was worth an astonishing R32 289, almost six times the value".

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After a Rough First Half, Publicly-Traded REITs Bounced Back in July

After a Rough First Half, Publicly-Traded REITs Bounced Back in July

July 15 2022

The FTSE Nareit All Equity REITs index rose 8.6 percent for the month, erasing nearly half of 2022’s year-to-date losses. Along with other equities, publicly-traded REIT stocks suffered a rough first half of 2022, but that picture began to change in July with the FTSE Nareit All Equity REITs index rising 8.6 percent. 

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Are REITs the best place to hide in a 1970's inflation scenario

Are REITs the best place to hide in a 1970's inflation scenario

June 3 2022

As published on 22 Apr 2022 by Kyle Wales, Flagship Asset Management. In this article I will draw upon the historical precedent of the 1970’s to show how the experience during that decade might suggest that the risk of an outlier scenario of persistent high inflation may be greater than what many think. 

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Ten years of Reitway delivering superior returns the Right Way

Ten years of Reitway delivering superior returns the Right Way

May 12 2022

The Reitway BCI Global Property Feeder Fund celebrates its ten-year track record this year and has delivered excellent risk-adjusted returns relative to its benchmark and peer group over that time. It ranks 1st of 17 local funds since inception to 29 March 2022, with a net annualised return of 15.28%. 

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JSE-listed property sector is smaller than Anglo American Platinum…by a third

JSE-listed property sector is smaller than Anglo American Platinum…by a third

April 28 2022

For many years, listed property outperformed. Rates kept falling, shopping centers and offices kept being built and filled, wild cross-holdings being structured, and increasingly marginal Real Estate Investment Trusts (“REITs”) being listed on the JSE…

 

 

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Asset TV | Masterclass | Global Listed Property

Asset TV | Masterclass | Global Listed Property

November 25 2021

We joined Blackrock and Catalyst on a Panel with Joanne Baynham, to discuss Global Listed Property in Asset TV's Masterclass.

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