Property Sector Five Themes For 2026
The listed property sector has had a soft start to 2026, but we remain constructive for the year ahead. Our preferred sector picks are Precinct...
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Real Estate Reflections A Strong Year in Property
The sector is now trading on a -14% discount to net tangible assets (NTA), a gross yield of 7.5% or +300bp spread to long bond rates, and an AFFO...
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Real Estate Reflections Hot Property
We have rolled the lower forward interest rate curve through our models and adjusted our NAV assumptions, which drives a +3% to +9% increase in...
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Real Estate Reflections Ahead at Halftime
The NZ listed property sector has outperformed the broader NZ market, delivering a +6% outperformance versus a -4% decline in the broader market.
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Real Estate Reflections On the Up
After a soft few months, the listed-property sector had a strong May and is now flat year-to-date 2025, with reporting season generally positive...
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