Topics covered in the discussion What we are currently experiencing? Where do we go from here? The long-term view of the asset class and sectors Please note that there is a break in the recording from 04:37 to 05:11 due to technical issues. We apologise for this. Click here to view the discussion
The markets remain volatile Our portfolio has performed well Through our active portfolio management, our focus remains on constructing a diversified portfolio that outperforms not only in rising markets, but also during periods of market stress Commentary The GPR 250 REIT World Index produced a USD total return of 0.41% for the month ending 31 May 2020, regaining some ground after a dreadful first quarter. The best performing region was Australia which delivered 8.34% in US dollar terms. The worst performing region was Hong Kong, generating a USD total return of -16.72%. Pleasingly, the fund performed extremely well during May,…
Global Property Investment for South Africans South African investors have generally neglected Global Listed Property investments, this is despite the asset class being one of the best performing globally over the last fifteen years, having significantly outperformed South African Listed Property, the JSE All Share and SA Bonds and Cash. Click here to download full article (Source: Real Estate Investor; Garreth Elston)
Towers, Data Centres and Industrial REITs play an integral role in getting your online shopping from the warehouse to your doorstep, giving REIT investors (such as those in the Reitway BCI Global Property Feeder Fund) a way to participate in the potential growth of e-commerce. Increased spending on e-commerce infrastructure will continue to drive tremendous growth in these REIT sectors. Courtesy: Cohen & Steers
REITs are a defensive asset class REITs have an uncorrelated nature to other asset classes REITs have delivered consistent returns over the long term Olivia Teek, April 2020 With markets in turmoil it’s been easy to panic. Market sentiment has left no asset class unscathed, however it is an important time to highlight an asset class that is most often overlooked. Global listed property (REITs) is an asset class that has proven itself over the long-term, and it has shown why it should be included in all investors’ portfolios. Global property offers investors a diversified, uncorrelated, income producing asset class…
Portfolio Performance - March 2020 Our portfolio outperformed the benchmark substantially (+18.89%) due to superior sector and stock selection. Our cash raising efforts at the end of February also protected our portfolio performance during March. Our benchmark, the GPR 250 REIT World Index produced a total return of -29.58% in US dollar terms during the first quarter of 2020.
An interesting discussion around how different REIT sectors have been impacted by COVID-19 and current market volatility, and what separates the stronger sectors from the rest. Click here to download full article (Source: Seeking Alpha)