May 23 2023
Martin Botha, Reitway Global's CIO, delivered a very important message at the BCI Conference: "Do not misinterpret the headlines when it comes to global listed property and REITs. Not having an allocation can negatively effect returns in the long term"
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April 10 2023
Greg Rawlins discusses the importance of having an allocation to global listed property.
February 13 2023
Dr. Doom Roubini on REITs / Real Estate….. “it is a good hedge against inflation” …”I think that real estate is going to outperform equities”.
December 21 2022
December 8 2022
In the realm of real estate investment, the pursuit of consistent and growing income streams is a fundamental objective for many investors. REITs emerged as a popular avenue for investors seeking reliable dividends, and the strategy of chasing dividend yield has gained significant traction. The appeal particularly lies in the promise of high and regular payouts, surpassing those offered by more traditional investments. However, it is essential to tread cautiously, as the pursuit of dividend yield in REITs carries its own set of risks and challenges and proves to be a poor indicator of overall total returns. We will expand further on this in the article.
December 2 2022
One of the most effective inflation hedges is real estate. It sits at the unique intersection of inflation pass-through (through rental contracts) and inflation cultivar (land and building materials) making it an asset class with the ability to capture a great deal of the inflation that permeates in an economy.
November 16 2022
Reitway believes the diversification benefits of the asset class are underappreciated.
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."
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.