As published on 22 Apr 2022 by Kyle Wales, Flagship Asset Management I believe that current high levels of inflation will be transient. However, I believe risks remain to the upside.I believe that current high levels of inflation will be transient. However, I believe risks remain to the upside.In this article I will draw upon the historical precedent of the 1970’s to show how the experience during that decademight suggest that the risk of an outlier scenario of persistent high inflation may be greater than what many think. Inthe words of Mark Twain “History doesn’t often repeat itself but it…
The GPR 250 REIT World Index was down 3.11% in local currency terms during the first quarter of 2022. The market fixation on inflation and the resultant monetary policy responses led to broad based declines across countries and sectors.  To place the asset class’s performance into perspective, Global Listed Property outperformed Global Equities (-5.04%) in USD terms, showing it was not the only asset class that struggled through the quarter. Global listed property has also had an exceptional 1 year run to the end of this quarter, returning 21.64%, compared to General Equities which generated returns of 10.60%. {phocadownload view=file|id=281|text=Click…
The Reitway BCI Global Property Feeder Fund celebrates its ten-year track record this year and has delivered excellent risk-adjusted returns relative to its benchmark and peer group over that time. It ranks 1st of 17 local funds since inception to 29 March 2022, with a net annualised return of 15.28%. This is versus the peer group average of 12.36%. Globally, out of 148 funds, it ranks 19th (Citywire) with a cumulative return of 118.3% (USD). This fund’s performance brought us our third Raging Bull award earlier this year, where it was recognised as the Best Global Real Estate Fund for a risk…
For many years, listed property outperformed. Rates kept falling, shopping centers and offices kept being built and filled, wild cross-holdings being structured, and increasingly marginal Real Estate Investment Trusts (“REITs”) being listed on the JSE…
We joined Blackrock and Catalyst on a Panel with Joanne Baynham, to discuss Global Listed Property in Asset TV's Masterclass. An interesting discussion, not to be missed. Watch it here   
The GPR 250 REIT World Index delivered 0.38% in USD during Q3-21, pushing the sector’s year-to-date total return to a solid 18.9%. Global REITs remain ahead of Global Equities (15.3%) as well as Global Bonds (-2.7%) over the same period.  Our portfolio gained 1.20% in USD during the quarter. Our outperformance versus the benchmark was primarily due to superior stock and sector selection.
The UK's tax reporting regime for offshore funds, known as UK Reporting Fund Status (UKRFS), can dramatically reduce a UK investor's tax bill. The HM Revenue & Customs (HMRC), maintains a public list of registered funds, so that investors can screen out non-reporting funds before they invest. The result is that an the investor will receive a flat capital gains rate on disposal of a holding when an offshore fund has the UK reporting status. Reitway Global is pleased to announce that the Reitway Global Property Fund (MLT) which is domiciled in Malta has been approved with effect on 1 August 2021…
An international panel discussion featuring Jonathan Hughes and Tavis McCourt from Raymond James, hosted by Garreth Elston, Reitway Global. Topics discussed:  Have we seen peak global growth?  REIT recovery plays not yet fully recovered Watch full webinar 
An interesting interview with Prologis CEO. What an incredible business and story. Click here to watch the interview