What does “higher for longer” mean for real estate?
It seems most market participants are now expecting and pricing an interest rate environment that is ‘"higher for longer". If this is the case, what will it mean for real estate?
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Thinking about the cycle
With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real estate has soured. But what if there are other nuances at play, and the market is creating long-term opportunities for savvy investors?
Read MoreThe Housing Market’s Turning – and Not Just in Australia
Quay Global Investors takes a look at how residential markets have fared in the US, UK and Canada, and assesses the medium to long-term outlook for housing.
Read MoreBanks, Balance Sheets and Bailouts
For listed real estate, the fear across markets during March was so palpable one could almost cut it like a knife. Quay Global Investors looks at what the numbers are telling them.
Read MoreIs the Aussie Residential Market Bottoming?
A stall in national house price declines while interest rates keep climbing has sparked yet another national debate on whether or not the Australian residential market has bottomed.
Read More10 Charts for Optimism in 2023
As Quay Global explains, recent data suggests that inflation may have been transitory, and there’s been some positive growth across the housing, energy and job sectors.
Read MoreThe Yield Curve, Recessions and Soft Landings
One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve – Quay Global explains why and what it’s telling us now.
Read MoreA Closer Look at US Housing
In this article, Quay Global looks at the history of the global financial crisis (GFC), how it compares to the current environment, and the implications for US housing.
Read MoreWhy Rising Interest Rates aren’t Working (Yet)
According to the theory, high interest rates stifle economic activity, reducing demand and moderating consumer prices. Quay Global looks into why this is yet to happen.
Read MoreREITs and Navigating the Inflation Panic
It’s been a tough six months; not only for listed real estate, but for most risk assets as well. Even the natural portfolio risk dampener, sovereign bonds, has suffered. Quay Global with more.
Read MoreThinking about Industrial (and Qantas and Netflix)
As this article from Quay Global Investors explains, there has been no sector in global real estate that has enjoyed more demand tailwinds over the past 10 years than industrial.
Read MoreWhat Does REIT Risk Premium Tell Us about the Sector?
Listed real estate has performed well relative to broader equities, again proving itself a defensive asset class during periods of high inflation and rising interest rates. Quay Global with more.
Read MoreHedging Against Inflation – Gold or Real Estate?
In August last year, Quay Global highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation. This article serves as a follow-up piece.
Read MoreInterest Rates, Bonds and Listed Real Estate
Just as we seemed to be passing peak inflation, Russia’s recent attack on Ukraine has resulted in another spike in commodity prices. Quay Global looks at this from a real estate perspective.
Read MoreHouse Prices – What’s in Store for 2022 and Beyond
According to CoreLogic, Australian house prices increased +22.1% in 2021, led by Australia’s largest city of Sydney (+25.3%). Quay Global Investors take a closer look.
Read MoreWhy the Boom in Household Savings Ain’t Going Away
One of the less than expected by-products of the ‘COVID cycle’ has been the boom in household savings. Quay Global Investors explains why this might be.
Read MoreDon’t Fear the Taper
As vaccination rates increase around the world, world economies appear to be stabilising. Economic output is around pre-pandemic levels, and signs of inflation and wage pressure have become a theme of 2021.
Read MoreThinking About the Office
Under normal circumstances, a medium sized firm of 20 employees would occupy around 400 sqm of office accommodation located in the CBD. But these are not normal circumstances.
Read MoreREITs and Inflation – Where Is the Sweet Spot?
Quay Global Investors believe that real estate (listed and direct) tends to outperform equities during periods of high inflation and outline the reasons why in this piece.
Read MoreRevisiting REITs and interest rates
With the spectre of COVID-19 now diminishing in the wake of new vaccines, some investors are rightly refocusing their attention on longer-term risks and fundamentals.
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