The only way is up: high inflation a positive for listed real estate
If inflation starts to rise around the world, as is currently predicted, it will be an overwhelmingly positive outcome for long-term real estate investors, according to a recent paper by global listed real estate investor Quay Global Investors, “Going up: what high inflation means for listed real estate”.
Investment Perspectives: Going up - what high inflation means for listed real estate
At Quay, this is one of our key investment philosophies – investing today should ensure one’s ability to have more tomorrow. That is, returns should always seek to beat the rise in the cost of living after fees and taxes.
Investment Perspectives: Do rising bond yields hurt listed global real estate?
A decade on from the global financial crisis, Western economies are now growing in unison. US tax cuts passed before Christmas and continuing strong economic data are expected to further boost growth.
Investment Perspectives: The theoretical construct of the capitalisation rate, and why it matters
At Quay, our approach to global real estate investing is somewhat different to our peers.
Investment Perspectives: Why does real estate outperform equities?
Earlier this year, we spoke at the Bennelong Investment Forum. Our presentation included a number of charts, but for many, this one stood out
Is Australia's luck about to run out?
There are signs that Australia’s future as the ‘lucky country’ is not as bright as many believe, according to a recent paper by Quay Global Investors.
Investment Perspectives: Australia, the lucky country (or is it?)
Since 2012, one of Australia’s biggest economic threats has been the collapse in mining investment.
Investment Perspectives: Why (sustained) low interest rates are not always good for real estate
It has been an interesting month in the world of central banking. Talks of removing monetary stimulus in Europe and further increases in interest rates in the US continue to affect markets. Even in Australia, recent RBA board discussions regarding the ‘neutral cash rate’ have pundits predicting medium term increases in the official cash rates.
Alpha Fund Managers awards mandate to Quay
Alpha Fund Managers has awarded a mandate to global listed real estate manager Quay Global Investors (Quay), a boutique fund manager partner of Bennelong Funds Management.