The Looming Housing Excess
Analysis of Australia’s housing sector from Yarra Capital’s Tim Toohey suggests excess supply is coming on the back of historic government stimulus measures and an absence of net migration.
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Restructure Showing Headway for McGrath
The flood of money into financial markets and, through them, the housing sector helped McGrath real estate business stage a significant turnaround in performance in the year to June.
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 MoreRevals Sweeten Honey Pot for Mirvac, Goodman
Rising global property valuations helped the annual results of majors Goodman Group and Mirvac in the year to June 30, although the news helped neither’s share price on Thursday.
Read MoreThe Agency a Happy Home for Innovation
Innovation is critical for growth and according to Paul Niardone, Managing Director of The Agency Group (ASX: AU1), it sits at the core of the company’s business model.
Read MoreA Bond Investor’s Perspective on REITs
Dinesh Kuhadas and Lisa Harrison from Janus Henderson provide a different perspective on REITs, the key themes affecting the sector and how the team view it as an investment opportunity.
Read MoreHousing Sucked into the HomeBuilder Vacuum
The ending of the HomeBuilder subsidy continued to hit the housing market in June, although both measures remain at historical highs on an end-of-financial-year basis.
Read MoreAREITs – The Comeback Kids
After the ASX 300 AREIT index crashed 20.7% in 2020, much of the last calendar year was spent discussing whether AREITs had a future at all. 2021 has answered that unequivocally.
Read MoreAussie Housing Hot but US Hotter
While the rises in Australian property prices are generating considerable angst and raising questions about home affordability, the US housing market remains even hotter.
Read MoreGhost Kitchens and the Future of Real Estate
The term ‘ghost kitchen’ once sounded like something you’d find in a scary movie. But the rise of this new type of property provides some useful lessons about long-term real estate investment.
Read MoreThe Future of the Office – Part 2
APN Property Group’s Mark Mazzarella concludes his article aimed at finding out whether the office as we know it has a future and, if so, what that future might look like.
Read MoreThe Post-Covid Outlook for Different Property Types
From residential dwellings to offices and data centres, Stephen Hayes from First Sentier Investors shares his view on the trajectory for property in a post-COVID world.
Read MoreStockland, Dexus Ready to Build on Solid First Half
More signs of recovery in the property sector from sector leaders Stockland and Dexus, with both companies confirming previous guidance on earnings and dividend payouts.
Read MoreKiwis Leading the Way with Lending Rules
For all the talk from Liberal Party backbenchers about house prices and housing affordability, their words are just hot air and nothing more compared with what’s going on across the Tasman.
Read MoreThe Future of the Office – Part 1
APN Property Group’s Mark Mazzarella poses four key questions with the aim of figuring out whether the office as we know it has a future and, if so, what that future might look like.
Read MoreNational Storage Raises Cash, Expectations
National Storage gave the real estate investment trust (REIT) sector a boost yesterday after going into a trading halt to allow it to raise $325 million from shareholders and investors.
Read MoreNo Signs of a Letup in Housing Strength
The great housing boom continues – prices surged in May and building approvals for owner-occupied again rose in April, although there was a sharp drop in approvals for units and apartments.
Read MoreREA Group Continues Asian Retreat
News Corp’s 61% owned property listing business REA Group is continuing to withdraw from involvement in Asian markets that once were seen as key to its future growth outside Australia.
Read MoreWhere to from Here for AREITs?
Pete Morrissey, Fund Manager of the APN AREIT Fund, dissects the Australian Real Estate Investment Trusts (AREITs) sector by looking at its recent past, present, and future.
Read MoreUS Housing Market Even Hotter than Ours
Housing prices in the US are surging at their fastest rate in 15 years and, along with the rapid rise in raw material costs, the pressures are starting to hurt new home construction and demand.
Read MoreDomain, KKR Make Snap Bid for PEXA
US private equity giant KKR and Nine Entertainment’s real estate listings company Domain Holdings have made a surprise $3.1 billion bid for the online property conveyancer PEXA.
Read MorePutting COVID-19 in the Rear-View Mirror
Edmund Leung from First Sentier Investors looks at various geographies where COVID-19 is largely under control, to consider what the new-normal might look like for various infrastructure sectors.
Read MoreWelcome to the New Roaring 20s
The parallels between the end of a world war and the Spanish flu pandemic and the current Covid-era aren’t exact but there is an overlap between this century and last, writes APN’s David Kruth.
Read MoreHome Approvals through the Roof
The home building boom looks like continuing until the end of this year after another record month for approvals in March to a seasonally-adjusted $15.56 billion.
Read MoreHouse Prices Cool, but Still Warm to the Touch
The surge in house prices slowed a touch in April but still enjoyed a nice national rise, while Australian manufacturing activity rose to record levels.
Read MoreCovid Gives McGrath a New Lease on Life
Covid has brought a second chance to listed real estate agent McGrath Ltd, with the company telling the ASX it is on track for a significant boost to full year earnings.
Read MoreThree Reasons Why the Long-Term Bull Market in Australian House Prices May Be Getting Close to the End
In his weekly Insights column, AMP Capital’s Dr Shane Oliver goes deep into the resurgent Australian property market and why he believes the good times may soon be at an end.
Read MoreWill the Hot US Housing Market Continue?
In past hot markets, rising interest rates reduced affordability, which slowed or even reversed home price trends. Could this time be different?
Read MoreThe Housing Boom – and How to Get Exposure via REITs
Pengana Capital’s Amy Pham looks at the reasons for the resumption of the housing boom over the past six months and where things might go from here.
Read MoreRBA on Hold and Likely to Remain Easy for a Long While Yet
In this week’s Insights column, AMP Capital Chief Economist Dr. Shane Oliver picks apart what the RBA’s monetary stance means for investors and the broader Australian economy.
Read MoreInflation, Rising Rates and Their Impact on Infrastructure
There appears to be little to no correlation between various infrastructure assets and inflation over the past 30 years. Shane Hurst from ClearBridge Investments explains why.
Read MoreNew Year Sees Building Approvals Cool Off
The heat went out of home building approvals in January as the Federal Government’s Home Builder program was wound back a notch or two.
Read MoreLend Lease Profit Falls 37%, Dividend Halved
Global construction and infrastructure giant Lend Lease has halved its interim distribution after reporting a 37% slide in earnings for the six months to December.
Read MoreSeven Things to Bear in Mind about the Australian Property Market
Australian house prices are on the upswing again. In this week’s Insight’s column, AMP Capital’s Shane Oliver presents seven things to keep in mind when dealing in this trickiest of areas.
Read MorePublic Policy Among Many Tailwinds for Infrastructure
Many factors – from a high-growth, low-inflation, low bond yield environment to climate change initiatives, electric vehicle adoption and grid resilience – are lining up as tailwinds for infrastructure portfolios.
Read MoreGPT Hit Hard, Slashes Payout
A “challenging year” for property giant GPT has forced it to make huge writedowns and cut its dividend by more than 25% from the previous period.
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