Join Quay Global Investors’ Co-Principal and Portfolio Manager, Chris Bedingfield, as he explores the future of the retail sector with Holly Old, Account Director Investments (VIC, TAS) at Bennelong Funds Management.
Chapters
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01:03 – Why the disconnect between GREITs earnings and performance is resulting in significant long-term opportunities for investors
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03:43 –The fundamental differences between this period and the global financial crisis, including the impact of government responses
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06:57 – Why negative leasing spreads are misunderstood
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10:47 – The potential (and surprising) short and long-term impacts of COVID on retail
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15:48 – How shopping centres will need to evolve in future to stay ahead of the curve
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17:38 – How same store sales and rent numbers affect the value of a company, and why rent: profit is the metric that really matters
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21:20 – What’s keeping the Quay team awake at night – and why they feel so comfortable about the portfolio
As mentioned in this podcast, read Quay’s Investment Perspectives article on the myths and misconceptions of retail property.