ARTICLES

Taking the offshore plunge on global REITs

Taking the offshore plunge on global REITs

January 24 2020

It’s not too late for investors to embrace the universe of global listed property, especially as local stocks languish. 

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The Anatomy Of A High Conviction Buy: Why Valuation Is Important But Overrated

The Anatomy Of A High Conviction Buy: Why Valuation Is Important But Overrated

January 10 2020

Is it true that one can reduce risk by buying stocks with a cheaper valuation?

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The REIT Paradox: Cheap REITs Stay Cheap

The REIT Paradox: Cheap REITs Stay Cheap

January 8 2020

In this report, we take a deep dive to analyze the underlying factors that drove performance within the REIT sector over the past decade and extract the major lessons that can be learned.

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Did you know 10

Did you know 10

September 18 2019

Non Traditional real estate sectors now comprise more than half of the broadest REIT index market capitalization.

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Global Property as a Portfolio Constituent

Global Property as a Portfolio Constituent

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.

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How REITs Future-Proof their Portfolios

How REITs Future-Proof their Portfolios

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.

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Reitway Global Positive on 2019

Reitway Global Positive on 2019

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

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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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REIT inflows has been the winner in 2019

REIT inflows has been the winner in 2019

May 1 2019

REIT inflows have been the winner in 2019

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