Global real estate as a store of value
Chirs Bedingfield and Morningstar's Lex Hall discuss the global property environment.
Quay podcast: market shifts, portfolio performance, and what the RBA will do next
Quay’s Chris Bedingfield talks with Bennelong’s Dave Whitby about how markets have changed over the past four months and where the current opportunities are in listed global real estate.
Investment Perspectives: Let’s get fiscal
The year 2020 will be remembered for many events. Besides COVID-19, there were the Australian bushfires and US political turmoil.
Investment Perspectives: Revisiting REITs and interest rates
With the spectre of COVID-19 now diminishing in the wake of new vaccines, some investors are rightly refocusing their attention on longer-term risks and fundamentals.
Investor update: What the US election and a COVID vaccine means for real estate
Recent market-sensitive events, including the outcome of the US presidential election and Pfizer’s coronavirus vaccine announcement, have resulted in some significant swings in market prices across global equities and listed real estate.
Investment Perspectives: The economics of malls – myths and misconceptions
Chris Bedingfield addresses some of the myths and misconceptions of retail property to establish whether today’s depressed prices represent an opportunity or a trap.
The future of retail in a post-COVID world | Quay Global Investors
"It’s easy for us to say shopping centres are a chore. But for a lot of people, they’re not. They’re actually a day out – a way to catch up with friends, get something to eat, see interesting stores and products."
Investment Perspectives: Real estate and COVID-19: an update
In June, we provided an update on the real estate market and some early observations regarding the impact of COVID-19
Investment Perspectives: COVID economic indicators - side effects or sectoral balances?
We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression. And while market observers continue to marvel / scratch heads regarding the surge in global equity prices, some truly unexpected real estate metrics continue to emerge.