Insights

Imagine you are an office manager for a medium sized firm of 20 employees. Under normal circumstances, you and the staff would occupy around 400 sqm of office accommodation located in the CBD. But these are not normal circumstances. Lockdown orders mean that all staff are currently working from home.

When investing in real estate, higher inflation is more likely to be a friend than a foe, helping protect investment from supply side issues and driving up the residual value of improvements, says Justin Blaess, portfolio manager at Quay Global Investors.

We’ve often stated that real estate (listed and direct) tends to outperform equities during periods of high inflation and have previously cited the following chart as evidence of this dynamic.

Quay’s Chris Bedingfield speaks with Bennelong’s Holly Old about the team’s latest Investment Perspectives article, 10 charts we’re thinking about right now.

The latest trends in housing, shopping, saving and interest rates – and what they mean for investors.

First quarter earnings are in, and profits are booming.

Quay Global Investors has taken out two of the top gongs in the funds management industry.

Over the past decade, ESG awareness, focus and reporting has been increasing among asset owners, companies, and investors alike. The global listed real estate industry is no different, and as investors in this space we have seen significant improvements in recent years in ESG disclosure and initiatives.

Chris Bedingfield discusses inflation and how COVID has changed the office sector.