Exposure to non-residential real estate in a mixed-asset portfolio is an effective diversifier as returns from this asset class exhibit lower correlations with equities and bonds.
The seniors living industry is undergoing significant change and growth largely driven by an ageing population, industry consolidation, changing consumer expectations and a shortage of quality accommodation.
Sydney and Melbourne are buckling under the pressure of poor infrastructure and land release programs that are quite frankly, not keeping pace with strong population growth.
A-REITs have performed strongly in recent years, eclipsing equities and bonds, but is this level of outperformance sustainable and can A-REITs outperform the other major asset classes for a third consecutive year?
Investors are asking whether real estate markets are close to their peak, or is there more upside in this cycle?
Cities of the future are embracing technological advancements to overcome the many challenges they face, including ageing infrastructure, population growth, strained resources and even climate change.
Given the increases in prices for most commercial real estate in recent years as yields have fallen, this presentation looks at the risks and rewards and warns against the rush to a herd mentality in pricing assets.
Listed property group Folkestone’s latest thinking on the outlook for residential and non-residential real estate and the A-REIT sector. Despite the current confidence in real estate, it’s not the end of property cycles.