Where to find value in the real estate market

13 December 2017 Where to find value in the real estate market The so called ‘yield trade’, which has pushed valuations in the Australian real estate market across the various segments right up to their long term averages, will continue in 2018. Even though this ‘search for yield’ phenomenon has been playing out for some years – while interest rates remain low and investors to be pushed into riskier assets in search of income – …

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 …