Global Real Estate returns dropped in August despite strong operational performance There are 28 sectors and subsectors available in the asset class Real Estate fundamentals remain sound ___________________________________________________________________________________________ Market Commentary In August, Real Estate Investment Trusts (REITs) had another setback as they continue to be caught up in the broader market volatility which is dragging down equity prices. Our benchmark, the GPR 250 REIT World Index lost 6.23%…
Summary Steve Schwarzman and John Gray from Blackstone are seeing the best opportunities in REITs. That's because REITs are down sharply even as private real estate values have remained stable for the most part. We can expect more M&A in the near term, and now is a great time to accumulate REITs at large discounts to fair value. Click here to read full article on Seeking Alpha
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. While the full impact of elevated inflation on consumer behaviour and spending is yet to be determined, we believe it is crucial to assess the potential future impact on the housing market as the residential sector forms a large part of the global REIT universe.  
                                                                   Global Real Estate outperformed the broader stock market in July There are 28 sectors and subsectors available in the asset class Viewing Global and Local Listed Property as the same asset class could be a risk ___________________________________________________________________________________________ Market Commentary In July, Real Estate posted their strongest monthly performance since December 2021. Our benchmark, the GPR 250 REIT World Index gained 8.45% (USD) in the month and -6.16% over…
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. Entering the month, REIT total returns were down nearly 20 percent for the year, but July helped claw back some of that drop, leaving the index down 12.3 percent. Click here to download full article
Market Overview There were few places to hide during the first half of 2022.High levels of inflation, slowing growth, rising rates, Fed policy uncertainty and fallout from Russia’s war on Ukraine weighed on capital market returns.REITs were no exception. The GPR 250 REIT World Index continued its negative streak during 2Q22. The index declined -8.14% during June, following losses of -5.21% and -5.14% during April and May respectively.As a result, the property sector is trading 17.4% lower than at the start of the year. On a country level, Hong Kong and Singapore delivered the best returns during the quarter while…
Martin Botha discusses how the current economic environment affects the Real Estate market globally, and how we are navigating this. He covers where we are finding opportunities and addresses our investment outlook for the rest of the year. Download the rest of the video here
                                                                   Some investors and analysts believe that the REIT sector could outperform the stock market in the near term. There are 28 sectors and subsectors available in the asset class. Viewing Global and Local Listed Property as the same asset class could be a risk. ___________________________________________________________________________________________ Market Commentary There was a significant gap between the REIT sectors that are outperforming and those that are underperforming, with differences of close…
"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". Click here to read the fuil article