Garreth Elston, Reitway Global CIO, discusses topical issues such as WeWork, Brexit, Property Valuations, the future of the retail property, the UK and US markets and hedge funds. Click here to download full article (Source: The Leading Hedge)
The global real estate market, as represented by the GPR 250 REIT World Index, delivered 6.20% in US dollar terms during Q3. Our strategy underperformed the benchmark slightly as a result of our cash position as well as allocation and selection effects in Asia Pacific.Pleasingly, we upheld our first quartile peer group ranking over the last 4, 5, 6 and 7 years.
Investing in real estate is one of the key ways to diversify a portfolio. It provides an investor with a continuous income stream from rent, inflation protection and potential capital appreciation. In this article, Robeco real estate portfolio managers Folmer Pietersma and Frank Onstwedder present an optimal portfolio framework based on a simulation of historic listed real estate returns. Click here to download full article (Source:
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. Listed real estate has steadily been improving its accessibility as an asset class, primarily through the proliferation and success of listed property investment vehicles, such as Real Estate Investment Trusts (REITs). Unfortunately, notwithstanding the consistently strong performance of REITs over long periods, global REIT stocks are generally underused in global, and particularly South African investors’ portfolios as…
Market PerformanceAfter a stellar start to 2019, Global REITs produced a 1.42% USD total return for the quarter ending 30 June 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, according to Garreth Elston, CIO of Reitway Global, which focuses on global listed property. “Research conducted over the past two decades consistently demonstrates that listed real estate can act as a return enhancer with superior risk-adjusted returns for investment portfolios,” he said. “Despite this strong performance over robust time periods, REITs remain generally under-utilised as a diversification tool and most allocators, portfolio managers and individual investors remain underexposed.” {phocadownload view=file|id=220|text=Click here to download the full…
→ 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.
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.
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. Indeed, a top portfolio performer. But not all shares are as safe as houses and the picking process runs deep. However, it hits the spot when you get it right, and if the rand is weak, the deal gets even sweeter. Click here to download full article (Source: The Daily Maverick)