Real Estate Reflections Rates Weighing on the Sector
The listed property sector continued its soft year with August down -1.1%, taking year-to-date performance to -7.3%. August reporting season was...
90 Views
Real Estate Reflections: A First Half to Forget
The listed property sector had a second consecutive positive month in June as Middle East tensions and inflation pressures eased. However, it has...
106 Views
Real Estate Reflections Turning The Tide
The listed property sector had a small bounce back in May, gaining +2.5% through the month. Portfolios remained largely robust, but vacancy lifted...
122 Views
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...
140 Views
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...
279 Views