Oz Residential Construction Crisis Deepens
Australian Bureau of Statistics data Tuesday showed an 8% drop in Australian building approvals for April to an eleven-year low.
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The 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 MoreBottom-Pickers Unite to Turn Oz Property Market
A rude wake-up call for the RBA, with gloomy forecasts of a big slump and problems for borrowers blown out of the water by a turnaround in house prices for April.
Read MoreCommercial Real Estate Concerns – Are they Justified?
Pengana Capital explains how the recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real estate in Australia.
Read MoreWhat is the State of the Listed A-REIT Market?
Winston Sammut from Sequoia Asset Management takes a look at the unusual volatility in listed A-REITs of late to determine where any value in the sector might currently lie.
Read MoreInvesting in Large-Format Retail Property
Newmark Capital Managing Director Chris Langford discusses the group’s portfolio, investment philosophy, results, strategy, the recent share buyback, and the outlook for the REIT sector.
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 MoreThe Four Challenges Facing Commercial Property
As rising rates bring a period of illusory wealth to a close, there are few places to hide – no sooner has the lid been lifted on one set of casualties than attention shifts to the next.
Read MoreAspen Group: Affordable residential and retirement property
Aspen Group Joint CEO John Carter provides an introduction to the company, discussing target market, the rising interest rate environment, portfolio mix and development pipeline.
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 MoreWill Australian Housing Drag Us into a Recession?
Alex Cousley explains why, despite expecting a significant slowing in the local economy throughout 2023, Russell Investments does not believe it will lead to a recession in Australia.
Read MoreInvesting in Essential Services Property for Above Average Dividend Yield
Scott Kelly, RAM CEO Australia, provides an introduction to the RAM Essential Services Property Fund, discussing geographical spread, yield, investment strategy, financials and inflation.
Read MoreDexus (ASX:DXS) Releases Half-Yearly Result
Leading real estate investment trust Dexus (ASX: DXS) has today released results for the half year ended 31 December 2022.
Read MoreWhat’s the Outlook for the Listed Property Sector?
Sequoia Asset Management Investment Manager Winston Sammut discusses property investment strategy, the impacts of COVID and work from home, shopping malls, industrial property, and alternative property classes.
Read MoreRates Up, Prices Down – Mirvac Hits the Wall
Mirvac ran out of puff in the December half, as rising rates, falling property prices and a weakening in the value of some of its property holdings combined to send earnings lower.
Read MoreHousing Data a Bit All Over the Place
The monthly building approvals data from the ABS have retained their lack of consistency with the 18.5% jump in December more than reversing the 8.8% drop in November.
Read MoreChinese Property Sector a Mess in Need of Untangling
BHP might be confident about the outlook for steel production (and iron ore exports) in China, but this confidence is misguided at best given the black hole that is the country’s property sector.
Read More2022 A-REITs in a Nutshell
Pengana explains why they currently favour the logistics sector and FMs based on quality and growth, along with the alternative sub-sectors for their defensive earnings.
Read MoreNo Turnaround in Sight for Building Approvals
The decline in the home building industry is set to continue deep into 2023 after data from the ABS revealed another sharp fall in approvals across the housing spectrum.
Read MoreChina Outlines Support Plan for Property Sector
Billions of dollars in government loans have started flowing to China’s embattled property sector just as another Covid wave is forcing lockdowns across the economy.
Read MoreFurther Housing Weakness Encouraging for the RBA
It’s just what the RBA wants to see – the property and housing sectors are both weakening at the same time with the recent series of rate rises the ostensible catalyst.
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 MoreChina’s Deflating Property Market Threatens Wider Economic Trouble
China’s property sector seems of late to be suffering setback after setback, woes that could prove to be the global economy’s biggest blow, according to Magellan’s Michael Collins.
Read MoreRBA Hedges its Bets with Smaller Rate Rise
Some saw the Reserve Bank’s decision to lift the cash rate by 0.25% as a ‘surprise’, while investors saw the attraction of the smaller increase and sent the ASX sharply higher.
Read MoreTightened Policy Taking Toll on Property Market
The Australian housing sector is feeling the pressure from rising rates with house prices and finance trending down, while building approvals enjoyed a September relief rebound.
Read MoreDiary: Home Is Where the Heart Is
Will data released yesterday showing house prices fell again in September cause the Reserve Bank to blink at its October meeting today and rethink its next rate move?
Read MoreChina’s Property Market: The most asked questions
The slowdown in the Chinese real estate market has put pressure on China’s GDP growth. GAM’s Jian Shi Cortesi answers some key questions about the sector’s risks going forward.
Read MoreThree Reasons Why this Property Downturn will Likely Be Different
AMP’s Shane Oliver looks at the outlook for home prices and details three reasons why he thinks this downturn will likely be deeper and the recovery slower than in past cycles.
Read MoreOz Property Mired in a Deepening Sinkhole
A collection of ‘downs’ from the start- and end-of-month housing and construction data this week shows the Australian property sector is well and truly in a deep slump.
Read MoreBuilding Approvals Hit by a Wrecking Ball
In stark contrast to the strong July retail sales, building approvals last month slumped 17.2% as the bloom faded almost completely from apartments, home units and flats.
Read MoreMirvac Looking to Build on Decent Year
Securities in property manager and investment group Mirvac jumped nearly 4% on Thursday after it revealed a better-than-expected net result of $906m for the year to June 30.
Read MoreProperty Weakness May Slow Further Rate Rises
Statements from the RBA Governor hinted that the time for big rate increases had passed and that smaller rises would follow from here, no doubt with slumping house prices a factor.
Read MoreOz Property Decline Continues as Rate Rises Bite
The slide in Australia house prices accelerated last month in the wake of more bad publicity than you can poke a stick at and four rate rises in a row from the Reserve Bank.
Read MoreChinese Government Blinks, Eyes Property Bailout
A flurry of excitement Thursday afternoon as the Chinese government finally broke and let slip plans for a $US144 billion bailout of the country’s debt ridden, stricken property sector.
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 MoreHousing Data Won’t Sway the RBA
Approvals for new dwellings rose in May, while housing finance steadied – neither of which is likely to change the Reserve Bank’s decision to raise rates again later today.
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.
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