Folkestone is an ASX-listed (ASX code: FLK) real estate funds manager and developer. Folkestone pursues a diverse range of Australian real estate opportunities across investment types, capital structures and sectors. The Company has two real estate businesses: funds management; and on-balance sheet ‘direct’ investments. Folkestone Funds Management offers listed and unlisted real estate funds to private clients and select institutional investors across core, value-add and opportunistic real estate investments. For more information, see www.folkestone.com.au.
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As interest rates remain low and foreign buyers come looking for assets, listed property has performed well, but asset allocators can move in and out of the sector based on other factors.
Sovereign Wealth Funds control hundreds of billions of dollars of investments, and how they change their asset allocations can affect prices across listed and unlisted markets.
New technologies are transforming the property industry. While many have recognised this trend, they haven’t yet developed a business strategy based on this transformation.
Non-residential real estate performed strongly in 2017, but much of this return came from cap rate (yield) compression. Going forward, investors will need to focus more on income growth and sector allocation.
I like to learn from history, but also look into the future. The articles chosen provide some of the essentials of good investing, but they also peer over the horizon on what the future might bring.
There is more to listed property than the top eight in the A-REIT Index with many strong performing smaller trusts outside the top 80% of the index, and other A-REITs not even included in the index.
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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.