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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September 19 2022
A new Morningstar Associates analysis, sponsored by Nareit, found that the optimal portfolio allocation to REITs ranges between 5% and 18%.
August 17 2022
The housing market has performed exceptionally well since 2020, with strong demand across the for-sale and rental markets. However, concerns over inflation and an abrupt change in mortgage rates since the beginning of the year has shone a spotlight on the cost of housing.
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.
November 17 2021
An interesting interview with Prologis CEO. What an incredible business and story.