September 18 2019
Non Traditional real estate sectors now comprise more than half of the broadest REIT index market capitalization.
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June 26 2019
Listed property investments have generally been one of the more neglected sectors of the investment universe. This is despite global listed property being one of the best performing assets classes over the last fifteen years from both a total return and inflation-hedging perspective.
June 5 2019
→ Building garages fit for the future is an attractive opportunity for REITs. → Adaptability can keep operating costs down over time. → This can lead to higher earnings, higher dividends and by extension, higher net asset values.
June 4 2019
A lower global growth trajectory and a more benign interest-rate environment are contributing to a more positive outlook for global listed real estate this year
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.
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.
May 1 2019
REIT inflows have been the winner in 2019
April 27 2019
This video “Where is the Physical Internet?” is a 9+ minute walk-through of Equinix’s NY5 facility that includes insight into the physical infrastructure that is responsible for securing, cooling/powering, and connecting the modern data center.
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
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.