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From category archives: Market News

REIT Investment Returns

The Case for Global Real Estate

The Case for Global Real Estate

May 22 2019

Research conducted over the past two decades consistently demonstrates that listed Real Estate can act as as a return enhancer with superior risk-adjusted returns for investment portfolios.

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Best property investment is far from home

Best property investment is far from home

May 21 2019

This year, listed real estate abroad has known few boundaries. Not only did it kick dust in the eyes of SA property players, but its returns were also in excess of all international equity sectors and the bond markets.

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Raymond James REIT Commentary February 2019

Raymond James REIT Commentary February 2019

April 14 2019

We are maintaining our more constructive view for the REITs versus the broader market but note that the REIT index is up 12% YTD

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Offshore structures swept up in ‘substance’ tide

Offshore structures swept up in ‘substance’ tide

February 22 2019

In light of a new rising tide in the form of the so-called EU Economic Substance Requirements, which have been translated into legislation with effect from 1 January 2019.

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REIT Property Sectors: Total Return and Diversification Over Short- and Long-term Horizons

REIT Property Sectors: Total Return and Diversification Over Short- and Long-term Horizons

February 15 2019

Investing in REITs helps returns in a diversified portfolio in several ways.

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REITs Start 2019 on a Strong Note

REITs Start 2019 on a Strong Note

February 8 2019

REIT share prices rose sharply in January, delivering to investors 

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Downside Beta and Upside Beta: REITs Have Generally Protected Against Stock Market Declines

Downside Beta and Upside Beta: REITs Have Generally Protected Against Stock Market Declines

October 1 2018

No investment is likely to be “the magic bullet” in terms of semi-beta properties, but it turns out that REITs have performed pretty darn well.

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Did You Know 8

Did You Know 8

September 20 2018

REITs have generally outperformed equities and bonds when the Fed has increased rates three or more times in a year.

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The Upside-Down Value of REITs

The Upside-Down Value of REITs

May 14 2018

The commonly held beliefs of which factors contribute to generating returns from REITs have typically been attributed to High Yields, Medium levels of Leverage, and Mid – to High Cap Rates. 

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Did You Know 6

Did You Know 6

May 14 2018

The mean reversion factor is the factor that contributes the most to REIT outperformance.

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