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From category archives: Market News

Inflation and REITs

If you like a REIT and the scrip comes at a discount, go for it!

If you like a REIT and the scrip comes at a discount, go for it!

June 18 2024

In our last article, we discussed share buybacks. Now, with dividend season upon us, we see a growing number of REITs opting for scrip dividends. 

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Real Estate’s Great Divide

Real Estate’s Great Divide

December 8 2023

“In my 53 years in the investment world, I’ve seen several economic cycles, pendulum swings, manias and panics, bubbles and crashes, but I remember only two real sea changes. I think we may be in the midst of a third one today.” - Howard Marks, 2022.

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Unlocking Opportunities: Delving into Global Listed Real Estate

Unlocking Opportunities: Delving into Global Listed Real Estate

December 5 2023

Investing in global listed real estate offers a myriad of opportunities for those who dive below the surface. This article will discuss a few key insights that might be flying under the radar for many investors, shedding light on the factors that make this sector the likely underdog. Before delving into the specific insights that reveal certain opportunities within the Global Listed Real Estate space, it's important to establish context by comparing the local and global real estate landscapes.

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Going Big on Global Property | Reitway ETFs

Going Big on Global Property | Reitway ETFs

June 13 2023

Looking for a hedge against the rapid implosion of South African earnings? Then it may be time to take a fresh look at the JSE’s growing pool of exchange traded funds (ETFs) that invest in offshore real estate markets. 

 

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Reitway Global at the BCI Global Conference | May 2023

Reitway Global at the BCI Global Conference | May 2023

May 23 2023

Martin Botha, Reitway Global's CIO, delivered a very important message at the BCI Conference: "Do not misinterpret the headlines when it comes to global listed property and REITs. Not having an allocation can negatively effect returns in the long term"

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Reitway Global at Boutiques on Wednesdays | 5 April 2023

Reitway Global at Boutiques on Wednesdays | 5 April 2023

April 10 2023

Greg Rawlins discusses the importance of having an allocation to global listed property.

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Dr. Doom Roubini on REITs / Real Estate…..

Dr. Doom Roubini on REITs / Real Estate…..

February 13 2023

Dr. Doom Roubini on REITs / Real Estate….. “it is a good hedge against inflation” …”I think that real estate is going to outperform equities”. 

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In 2023, REITs Are Likely to Remain Resilient to Higher Interest Rates

In 2023, REITs Are Likely to Remain Resilient to Higher Interest Rates

December 21 2022

  • REITs are well-positioned for economic uncertainty in 2023 because of their strong balance sheets.
  • Leverage is near historical lows and REITs have well-termed, well-structured debt.
  • Lower leverage has led to lower expenses as a share of net operating income (NOI).
  • REIT balance sheets put them in a strong position in 2023 to compete against more highly levered market participants for property purchases.

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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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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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