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From category archives: Market News

REIT Investment Returns

David Auerbach discusses the REIT landscape with Bloomberg

David Auerbach discusses the REIT landscape with Bloomberg

June 19 2024

In this segment David Auerbach discusses the real estate industry and the importance of of increasing allocations to global REITs now, before the opportunity passes when the Fed announces a rate cut.

 

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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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If done at the right price, nothing beats a buy back

If done at the right price, nothing beats a buy back

June 4 2024

Macro factors remain the primary drivers in the European Listed Property Market, and with rate cuts on the horizon, the direct market could finally reopen.

 

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Debunking the Fallacies of Listed Property

Debunking the Fallacies of Listed Property

June 29 2023

Adding professional management to real estate, as is the case with real estate investment trusts (REITs), keeps the river lush, flowing, and growing. 

But REITs have hit a dry spell since the start of 2022, which suggests they may have come to be misunderstood by the market gods.

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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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Your Property Allocation Reimagined

Your Property Allocation Reimagined

June 6 2023

Reitway recently listed 2 new ETF's on the Johannesburg Stock Exchange namely the Reitway Global Property ESG Prescient ETF (JSE Code: RWESG) and the Reitway Global Property Diversified Prescient ETF (JSE Code: RWDVF). 

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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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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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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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