REITS (Real Estate Investment Trusts)
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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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.
November 16 2022
Reitway believes the diversification benefits of the asset class are underappreciated.
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."
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".
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.
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.
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%.
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…
November 25 2021
We joined Blackrock and Catalyst on a Panel with Joanne Baynham, to discuss Global Listed Property in Asset TV's Masterclass.