The smart money is with sustainable listed real estate | AMP Capital

The smart money is with sustainable listed real estate In investing parlance, sustainability isn’t just a catch-all phrase for the numbers that don’t carry dollar signs. It refers to substantial elements of the ability of a business to perform over the longer term. For real estate, predicated as it is on ongoing rental yields and the relationships between landlords and tenants, our view is that sustainability factors almost always have considerable impact on performance over …

Debunking 3 myths around global listed infrastructure

13 December 2017 Debunking 3 myths around global listed infrastructure Did you know it takes 957 gallons of water to create a single Big Mac? Some 550 million Big Macs are consumed each year in the US alone. That’s a lot of water. But we simply wouldn’t have Big Macs without the infrastructure to filter and transport water to each part of the Big Mac production process. It’s easy to forget that infrastructure is a …

Why listed real estate faces Amazon-like disruption

Why listed real estate faces Amazon-like disruption Investors have recently focussed on the impact of Amazon’s plan to roll out its full retail offering in Australia on local retailers. But fewer investors have been considering the impact of Amazon-style disruption – and other global social trends – on real estate. Global listed real estate has been a lynchpin of investor and client portfolios, generating strong income yield and capital growth. But just as has happened …